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Do you have experience in SIPP administration? Are you detail-oriented with strong communication skills?Our client, a fast-growing investment platform, is looking for a SIPP Operations Executive to join their team in Bath. This role is crucial in delivering exceptional service to advisers and clients while ensuring smooth and compliant operations.What You’ll Do:
- Process Client Instructions & Administration - Accurately handle SIPP-related client requests, ensuring timely and efficient processing.
- Manage Queries & Complaints - Respond to and resolve customer and adviser queries, investigating complaints professionally.
- Maintain & Improve Processes - Update team procedures, enhance process flows, and identify operational risks.
- Ensure Compliance & Quality Service - Deliver excellent customer outcomes while adhering to regulatory and internal compliance standards.
- Collaborate with Stakeholders - Work closely with advisers, customers, internal teams, and third parties to support smooth operations.
Your Skills:
- SIPP administration experience within financial services
- Exceptional attention to detail with strong data processing skills
- Confident communicator with excellent interpersonal and telephone skills
- Team player who can also work independently to meet deadlines
- Proactive mindset with a willingness to learn and improve processes
If this sounds like you, please apply today!
