Sipp Transition Support

6 months ago


London, United Kingdom Jigsaw Financial Full time

Jigsaw Financial London, United KingdomPosted 2 hours ago Hybrid Permanent £30k - £40k
- J- Posted by
- James Hunter- Recruitment Manager - Front & Middle Office (Asset & Wealth Management)Follow
- Company: Investment Manager

**Duties**:

- Process Transfer requests.
- Support the Transitions team with the administration of SIPP Transfers.
- Process SIPP Transfer instructions.
- Ensure Transfers are conducted in a timely manner.
- Monitor the Transfer of assets.
- Work with third-parties.
- Monitor the departments' post, mailboxes and telephone enquiries.
- Ensure Transfers are in-line with all SLA’s.

**Requirements**:

- Working knowledge of SIPPs
- Experience in Transfers, Operations or Administration of SIPP’s
- Good communication skills (written and oral)
- Strong attention to detail
- Job ID SIPPTrans1



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