Regulatory-Savvy SIPP/SSAS Technician

JohnstonGreer Ltd.; Scotland; Sur place; GBP 44 000 - 48 000; Plein temps

Résumé du poste

JohnstonGreer Ltd. seeks a SIPP/SSAS Technician to support account managers in handling client portfolios across the pensions spectrum. The role focuses on technical SIPP/SSAS enquires, ensuring regulatory alignment and ongoing training on product and legislation.

The position involves daily work within a consultancy/provider setting, leveraging in-depth knowledge of current and historic pension legislation to maintain high standards of compliance and service.

Qualifications

• Must have deep knowledge of SIPP/SSAS products and pension legislation (current and historic).
• Experience working in a consultancy or provider environment handling SIPP/SSAS queries.

Responsabilités

• Handle complex SIPP/SSAS enquiries from advisors, clients, and colleagues.
• Ensure investments comply with regulations and company policy.
• Maintain up-to-date expertise on pension legislation and regulatory changes.
• Ensure systems and processes adhere to regulatory requirements.
• Develop action plans to rectify any non-compliant scenarios.
• Engage in product and regulation-based training and follow-up tasks.

Connaissances

SIPP/SSAS

Regulatory compliance

Pensions knowledge

Client support

Description du poste

JohnstonGreer Ltd. seeks a SIPP/SSAS Technician to support account managers in handling client portfolios across the pensions spectrum. The role focuses on technical SIPP/SSAS enquires, ensuring regulatory alignment and ongoing training on product and legislation.

The position involves daily work within a consultancy/provider setting, leveraging in-depth knowledge of current and historic pension legislation to maintain high standards of compliance and service.