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Operations executive - sipp & provider admin

Bracknell
Operations executive
Posted: 9h ago
Offer description

Job Description What will you be doing? We’re seeking a talented individual to join our team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career. As Operations Executive - SIPP & Provider Admin, your responsibilities will include among others Manage and process all aspects of administration on the BestSIPP Proposition Manage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely manner Managing the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider forms Process agency transfers for clients resulting from acquisitions and legal entity mergers Update the CRM system to maintain a clear audit trail Proactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standards

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