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Job Title


Operations Liaison Administrator


Company : ADAPTABLE RECRUITMENT LTD


Location : Liverpool, England


Created : 2026-03-05


Job Type : Full Time


Job Description

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. Manage the addition/removal of suitable certifiers. Collaboration & Support 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. Knowledge, Skills & Experience: Essential 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 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. TPBN1_UKTJ