A fantastic opportunity has arisen for an experienced Pensions consultant to work with a leading independent client within the SIPP & SSAS space. You will join an established team and be responsible for all bank reconciliations making sure they are completed in line with internal processes and FCA guidelines.

Flexible hybrid working c2/3 days in the office is being offered

About the role

• Make sure all internal and external client money account reconciliations are completed in line with existing internal processes and to exacting FCA guidelines
• Resolve and record any issues or queries relating to specific client money bank account reconciliations
• Complete the monthly Client Money Asset Return
• Be responsible completing and submitting regulatory reports with guidance from the Head of SIPP Governance

About you

• You have a strong background within Pensions and/or Finance
• You have a good understanding of bank reconciliation processes and/or Client Money rules set out by the FCA, in particular CASS
• If you have knowledge of SIPPs it will be a bonus
• You have excellent interpersonal skills

To discuss this role in confidence please call Jennifer Megafu on 020 7293 7022 or email jennifermegafu@sammons.co.uk. please quote reference 80806.

If you know someone suitable for this role, share the word and through our referral scheme receive £250! This is just one of the many roles that we are working on, all of which are on our website www.sammons.co.uk. We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.
Posted: 09/02/2024
Hybrid/Gloucestershire or Scotland 2/3 days office based
Job type
£Excellent compensation package
A time for fixed income
Francesca Fabrizi discusses fixed income trends and opportunities with Goldman Sachs Asset Management Head of UK Pensions Solutions, Fixed Income Portfolio Management, Henry Hughes, in our Pensions Age video interview

Purposeful run-on
Laura Blows discusses purposeful run-on for DB schemes with Isio director, actuarial and consulting, Matt Brown, in Pensions Age’s latest video interview
Find out more about Purposeful Run On

Keeping on track
In the latest Pensions Age podcast, Sophie Smith talks to Pensions Dashboards Programme (PDP) principal, Chris Curry, about the latest pensions dashboards developments, and the work still needed to stay on track
Building investments in a DC world
In the latest Pensions Age podcast, Sophie Smith talks to USS Investment Management’s head of investment product management, Naomi Clark, about the USS’ DC investments and its journey into private markets