SIPP consultant required to join our clients friendly team in Stirling. This role has arisen due to company growth and is the perfect opportunity for someone who is motivated and keen to progress within their career. This role offers a highly competitive salary with company pension and benefits package.
To be considered for this role, you will have experience working as an administrator within the financial services, preferably in a client facing role. Having a Certificate in Financial Administration is beneficial. The key to success in this role will be your need to put the customer at the centre of everything you do.
The main responsibilities of this role will be delivering exceptional service to SIPP pension clients across the full lifecycle. You will take full ownership of the customer outcome and relationship and work items across the SIPP lifecycle. Other responsibilities include:
- Ensuring company policy and procedures are adhered to at all times
- Committing to and demonstrating ongoing professional development to ensure the ability to deliver detailed support across pension administration
- Building effective team relationships
An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.