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 experience Location: Liverpool - Hybrid (1 day from home) Industry: Financial Services / Pensions (SIPP/SSAS) Employment Type: Full-time, Permanent Reporting to: Operations Liaison Manager

Role Purpose

To 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 & Oversight

Complete due diligence checks on advisers, providers, and DFMs. Maintain and update records on internal systems. Carry out ongoing suitability reviews.

Regulatory & Administrative Tasks

Process DSARs, FSCS requests, and change of agency/novation requests. Review adviser qualifications and keep the qualification matrix updated.

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