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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
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London, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
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London Area, United Kingdom JJ SEARCH LIMITED Full timeThe Company: An established and widely known Wealth Management firm.The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers.The SIPP &...
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London, United Kingdom JJ Search Full timeThe Company: An established and widely known Wealth Management firm. The Role: The Fund and Product Services Team was created to provide ownership and support for all services relating to non-custodied investments which includes Fund Operations, Product Management/Fund Launching and supporting activities with pension and offshore bond providers. The SIPP &...
SIPP Product Champion and Trustee
2 weeks ago
Responsibilities: Acting as director of the corporate trustee, exercise the trustee powers in line with the trust deed and rules. Contribute toernance meetings providing expert input on SIPP matters; Support the new business launch in establishing and maintaining new processes to support the SIPP business throughout all life stages (accumulation and decumulation); Foster good oues for SIPP scheme members, developing a SIPP specific consumer duty dashboard; Track, report on, and escalate any issue related to the scheme's fullpliance with all relevant legislation, regulation and guidance. Support the development and maintenance of a suite of reports and controls to help monitor activity, trends, and issues, and support in the identification of areas for improvement; Acting in the best interest of the SIPP members, ensure the correct administration of the scheme. Help establish and manage SIPP related operations to ensure all agreed key performance indicators, service standards and regulatory reporting requirements are met; Ensureplete, accurate and timelymunication with SIPP members and support the reporting of information to HMRC to ensureplete, timely and accurate provision and processing of tax relevant information; Oversee the financial health and of the scheme, and the automated processes for asset and cash transfers and handle related manual processes and exceptions; Support the establishment and maintenance of systems and controls for the calculation of retirement benefits, drawdown and crystallisation calculations; Identify trends and issues;pose clear business requirements, and project manage implementation; Lead the ongoing training and development for all impacted staff, to ensure knowledge and expertise are developed and kept up-to-date across the board; and, Any other reasonable duties required. Qualifications: Bachelor's or advanced degree in Finance, Economics, Business Administration or other related field. Or equivalent work experience. Industry recognised qualifications- SIPP/Pensions and Accounting are preferred. A minimum of 10 years of experience in the SIPP or pension services industry. Significant pension tax and investment operations experience in SIPP Admin/Oversight Reporting /Pension/ISApliance which includes Drawdown calculations, PCL, UFPLS, FAD, PRAS, PS100. SIP100, ISA10, JISA/ISA, SIPP, Stock Trading etc. Strong interpersonal, verbal and writtenmunication skills. Working knowledge of PC technologies, including Microsoft Word & Excel. Location: 20 Fenchurch Street, London, EC3M 8AF Working hours: 9 am - 6 pm, Monday-Friday Benefits: Career support and development Salarymensurate with experience Performance-based discretionary cash bonus scheme Discretionary stock grant Group Life Assurance cover Group Ie Protection Occupation pension scheme based on Gross earnings Hybrid working model Above statutory annual leave, increasing with service Dailypany-paid lunch and healthy snack options throughout the day (when working from the office) Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) * Corporate events Travel season ticket loans* Cycle to work scheme* *on successfulpletion of the probation period Interactive Brokers ( Limited values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation. Job ID 8034602002
