We have a fantastic opportunity for someone with a good understanding of pension tax legislation, specifically SIPP and SSAS, and ideally experience of producing due diligence reports on FCA defined non-standard investments.
You will be responsible for initial due diligence on behalf of SIPP and SSAS providers within the Company on all new Non Standard Investments to ensure that they are permissible within the scheme according to HMRC, FCA and internal company policies and that the risks to the member, scheme and Group have been effectively assessed and are within agreed tolerances.
To be considered you will be able to demonstrate strong knowledge of the financial market, specifically around SIPP and SSAS and the Non-Standard Investment market.
You will have an understanding and working knowledge of both investment and transaction processing and CASS rules and regulatory requirements.
A relevant professional QCF Level 4 qualifications such a CII Diploma, Investment Management Certificate (IMC) or equivalent is preferred but applicants qualified by experience may also be considered. A QCF Level 6 qualification such a CII Advanced Diploma or equivalent would be highly desirable.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me: email@example.com / 0208 274 2842 / 07958 958626
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