Associate Sipp Cash Transfers In

About the Opportunity

**Job Type**: Fixed Term Contractor

Contract duration : 12 months.

Application Deadline: 01 January 2023

Title Associate Sipp Cash transfers in
- 12-month FTC

Department Sipp Non - Origo cash transfers

Location Kingswood

Reports To

Level grade 2

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our SIPP Re-Reg and Transfers team and feel like you’re part of something bigger.

About your team

The team is responsible for processing PI and FAS client instructions to transfers their investments held within their pensions from other platforms and schemes into Fidelity.

About your role

In your role as part of the SIPP Cash transfers team, you will be working as part of the wider CFT to deliver the best re-registration journey to our clients. Following receipt of a client instruction you will be responsible for validating and submitting to the ceding scheme to initiate the transfer. You will also be responsible for liaising between the clients/IFAs as well as the ceding schemes to ensure we have all necessary documentation to progress and complete the cash transfer.

About you
- Able to work efficiently to ensure a significant contribution to your team’s target on a daily basis
- Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
- Can do attitude reflected in pro-active internal problem resolution and progress chasing
- A proactive approach to internal relationships with an analytical, enquiring mind and a willingness to learn
- Capable of working alone, able to prioritise and organise
- Supporting Fidelity’s Treating Customers Fairly framework, ensuring concerns are promptly reported to management.
- Take ownership of individual issues and ensure they are resolved to the satisfaction of the client and Fidelity.

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