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SIPP Consultant

Location: Stirling Salary: 18000.00 - 23000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3100535
It’s time to love Monday’s!

I am working with a major consultancy in the pensions industry who are looking for an experienced SIPP Property Purchase Consultant to join their busy team in Stirling.

The role:
The role holder will manage a material number of commercial property purchases for clients’ pension arrangements. They will work closely with multiple external parties and the SIPP/SSAS administration teams, providing direction, coordination, and reassurance, whilst ensuring working protocols are maintained. The role-holder will also be required to review complex legal documents and work with solicitors and other third party property experts

• Manage a portfolio of commercial property purchase and in-specie transfer transactions
• Meet and exceed customer expectations whilst maintaining department service and quality standards
• Liaise with Financial Advisers, Solicitors and other property professionals to ensure the transaction completes as smoothly as possible
• Actively make recommendations to continually improve the department’s work processes and knowledge
• Take ownership of their portfolio and all property related processes

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