Job Description
At Adaptable Recruitment, we're pleased to be supporting a respected financial services organisation with an exciting opportunity to join their pensions operations team as an Operations Liaison Administrator.
This role is perfect for someone who enjoys accuracy, process-driven work, and taking responsibility for ensuring advisers and investment partners meet the required standards within SIPP/SSAS operations.
Salary: Up to £30,000 depending on experienceLocation: Liverpool - Hybrid (1 day from home)Industry: Financial Services / Pensions (SIPP/SSAS)Employment Type: Full-time, PermanentReporting to: Operations Liaison ManagerRole PurposeTo support the onboarding and ongoing oversight of financial advisers, investment providers, and DFMs within a SIPP/SSAS pensions environment. This includes due diligence, data maintenance, and handling regulatory and third party information requests.Main Responsibilities ToInclude:Due Diligence & Oversight
* Complete due diligence checks on advisers, providers, and DFMs.
* Maintain and update records on internal systems.
* Carry out ongoing suitability reviews.
Regulatory & Administrative Tasks
* Process DSARs, FSCS requests, and change of agency/novation requests.
* Review adviser qualifications and keep the qualification matrix updated.
* Manage the addition/removal of suitable certifiers.
Collaboration & Support
* Provide guidance to internal teams on adviser/provider/DFM queries.
* Work with other offices to share knowledge and support process improvements.
* Assist with complaint acknowledgements and ad?hoc tasks from the manager.
* Maintain professional relationships with external third parties.
Knowledge, Skills & Experience:Essential
* Understanding of adviser permissions, AML/KYC, sanctions and financial crime.
* Knowledge of how advisers, platforms, DFMs, and pension providers operate (SIPP/SSAS preferred).
* Ability to identify and escalate operational, regulatory, and reputational risks.
* Strong communication and adherence to internal policies.
Experience
* Experience working with compliance, legal, or risk teams.
* Background in regulated financial services (pensions/SIPP/SSAS desirable).
* Previous due diligence experience.
* Relevant academic or professional background.