lifestyle financial planning as required. Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes. Maintaining up to date and compliant client files in conjunction with the technical team. Keeping up to date CPD Actively seeking out new client more »
My client are a SIPP and SSAS provider based in Central Bristol that are looking to recruit a Systems Administrator into their team on a temporary basis. This role is 35 hours Monday-Friday on a hybrid basis and expected to be for circa 6 months. Job Description: Ensure systems more »
Role: SQL Developer Role type: Perm Location: London, UK (Hybrid 2-3 days in a week) Job Description: Soft skills: - 1. Agile principles. E.g., familiar with agile ceremonies, Scrum, Kanban, estimation. 2. Good verbal and written communication. Technical Skills: - Essential - 3. MS Full stack developer predominately SQLmore »
Agile principles. E.g., familiar with agile ceremonies, Scrum, Kanban, estimation. Good verbal and written communication. Technical Skills:- Essential - MS Full stack developer predominately SQL/BI, SSIS, SSAS. Familiar with CICD. Desirable - C# & Tableau more »
Stirling, Stirlingshire, Scotland, United Kingdom Hybrid / WFH Options
XPS Pensions Consulting Limited
about ensuring everyone has a voice and feels valued. Because they are. The Team XPS Self Invested Pensions is an award-winning SIPP and SSAS pension provider, trustee, and administrator. We have specialised in self invested pensions for more than 40 years. We offer the very highest independently rated products … all types of Self Investment: the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance. Have knowledge of SSAS/SIPP Administration and will be able to demonstrate understanding of all the management of a portfolio of SSASs and SIPPs Your profile Essential Criteria … graduate but would welcome from those with experiences within financial industry or similar. Proficient with Microsoft Office. Excellent communication skills, passion about SIPP/SSAS with real drive and enthusiasm You must have an organised methodical and logical approach to Portfolio Management Strong problem-solving skills Some knowledge of pension more »
A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager. The primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory … requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner. Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with … introducers. Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role. If you have working knowledge of handling various administration tasks relating to SSASmore »
A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager. The primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory … requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner. Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with … introducers. Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role. If you have working knowledge of handling various administration tasks relating to SSASmore »
A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager. The primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory … requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner. Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with … introducers. Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role. If you have working knowledge of handling various administration tasks relating to SSASmore »
Bristol, Avon, South West, United Kingdom Hybrid / WFH Options
Cavendish Maine
My client are a SIPP and SSAS provider based in Central Bristol that are looking to recruit a Systems Administrator into their team on a temporary basis. This role is 35 hours Monday-Friday on a hybrid basis and expected to be for circa 6 months. Job Description: Ensure systems … and regulatory reporting requirements are met. Key Skills/Experience Required: You must have previous experience within System Administration and be proficient in SQL and Python. Experience with Sipp Pro would also be advantageous. Salary/Benefits Information: Hourly rate circa £15p/h - £25p/h DOE more »
