Operations Liaison Administrator
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 and Oversight Complete due diligence checks on advisers, providers, and DFMs.Maintain and update records on internal systems.Carry out ongoing suitability reviews. Regulatory and 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 and Support Provide guidance to internal teams on adviser/provider/DFM queries.Work with other offices to share knowledge and support process ..... full job details .....
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