Operations Liaison Administrator

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.

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

• Process DSARs, FSCS requests, and change of agency/novation requests.
• Review adviser qualifications and keep the qualification matrix updated.
• Manage the addition/removal of suitable certifiers.

• Provide guidance to internal teams on adviser/provider/DFM queries.
• Work with other offices to share knowledge and support process improvements.
• Assist with complaint acknowledgements and ad?hoc tasks from the manager.
• Maintain professional relationships with external third parties.

• Understanding of adviser permissions, AML/KYC, sanctions and financial crime.
• Knowledge of how advisers, platforms, DFMs, and pension providers operate (SIPP/SSAS preferred).
• Ability to identify and escalate operational, regulatory, and reputational risks.
• Strong communication and adherence to internal policies.

• Experience working with compliance, legal, or risk teams.
• Background in regulated financial services (pensions/SIPP/SSAS desirable).
• Previous due diligence experience.
• Relevant academic or professional background.