OperationsExecutive-SIPP,Pensions&ProviderAdmin

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. 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, Pensions & 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 ## Qualifications To be successful in this role, you should: * Previous operational experience within the financial services industry * Previous pensions experience * Proficient IT skills in core Microsoft Office systems and highly proficient usi