Key duties will include;
- Providing administrative support to clients and advisers
- Liaising with financial advisers and investment providers on a daily basis
- Processing requests from advisors
- Liaising with clients via telephone and email channels
- Prioritising a busy and demanding workload, ensuring client deadlines are met
- Providing investment valuations
- Administering the SSAS and SIPP property schemes
- Liaising with surveyors, lenders and solicitors
- Administration duties relating to the purchase, sale and transfers of the property
- Processing pension valuations
- Processing payments
This is a busy and demanding position which requires applicants to adopt a methodical approach to work, prioritising tasks to ensure client deadlines are met. Ideally applicants will have gained Property Administration experience within a SSAS or SIPP environment where they have been supporting a variety of advisors.
This is a permanent position, offering a permanent start.
Excellent salary and additional benefits, including a hybrid approach to working.
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Jennifer wants: Property, SIPP, SAAS, Pension
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