Graduate Opportunity in Financial Services - Manchester, United Kingdom - Oval Recruit

Oval Recruit

Verified Company

Manchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Graduate Opportunity in Financial Services - Pensions & Investments

Manchester - £competitive Salary / Flexible Working & Excellent Benefits Package.

A leading UK Financial Services Group who provides Pension & Investment Consultancy services to many of the UK's largest Companies are looking to recruit into their expanding and continually developing SIPP & SSAS Pension Administration Team.

The team youwould be joining offer award winning bespoken Pension & investment solutions to HNW individuals, covering a diverse range of asset classes, funds, investment vehicles and Commercial Property Ventures

The company offer training & development programmes, qualification sponsorship, flexible working and many other benefits and initiatives designed to create an excellent working environment, career progression opportunities for all, and a good work / lifebalance.

This role involves working on a portfolio basis, working with set clients covering all aspects of technical administration, relationship management and client support.

Specifics of the role include Supporting Consultants with the technical administration of SIPP & SSAS schemes including the production of fee reports, financial statements, updating ledgers, raising invoices / credit notes.

Gather valuations, assist with the transfer of funds / benefits from other providers
Check colleagues work as and when required
Assist with the purchase and sale of clients Investment Properties
Develop your technical SIPP & SSAS knowledge to manage all client queries, manage relationships and move towards full portfolio management
Update and maintain relevant software and databases
Take an active role in project work

This is an excellent opportunity for someone who would like the opportunity to develop a career within Financial Services and learn how complex SIPP & SSAS Pension & investment products are managed.

For more information, please contact Richard Garbett