Client Account Executive

Regional Recruitment Services; Greater London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A pension administration provider seeks a Client Account Executive in Leicester. The role involves managing SSAS and SIPP schemes, ensuring compliance, and delivering exceptional client service. Ideal candidates have experience in pensions administration and client communication. The position offers professional development and competitive salary within a supportive hybrid work environment.

Benefits

Supportive pensions team environment

Professional development opportunities

Competitive salary and benefits

Qualifications

• Strong experience in SSAS and/or SIPP administration.
• Ability to manage end-to-end administration of pension schemes.
• Professional communication and collaboration skills with clients and third parties.

Responsibilities

• Manage cradle-to-grave administration of SSAS/SIPP schemes.
• Prioritize daily workflow and manage tasks effectively.
• Liaise with clients, advisers, and regulatory bodies.

Skills

SSAS and/or SIPP pensions administration (end-to-end)

Client communication and professional liaison with third parties

Tools

OMNI or similar pension administration systems

Job description

Client Account Executive

Job Advert

Type: Permanent

Location: Leicester

Job Overview

We are hiring for a Client Account Executive who has strong experience in full cradle-to-grave SSAS and SIPP administration in the Leicester area. This is a professional, collaborative financial services environment, and you will be responsible for managing the end-to-end administration of a portfolio of pension schemes while delivering a high standard of client service.

Duties

• Managing cradle-to-grave administration of SSAS / SIPP schemes
• Daily workflow management and prioritisation of tasks
• Maintaining accurate records, diaries, bank reconciliations, ledgers, and documentation
• Liaising with clients, advisers, solicitors, HMRC, fund managers, and third parties
• Handling contributions, transfers, valuations, drawdown, investments, and property transactions
• Ensuring compliance with HMRC, FCA, AML, Consumer Duty and internal procedures

Skills and Experience

• SSAS and/or SIPP pensions administration (end-to-end)
• Client communication and professional liaison with third parties

It would be beneficial if you also had:

• Experience using OMNI or similar pension administration systems
• Knowledge of HMRC reporting, annual returns, and regulatory requirements
• Understanding of property purchases, loanbacks, or non-standard pension assets

What we offer

• A supportive and knowledgeable pensions team environment
• Professional development and structured training opportunities
• Competitive salary, benefits, and progression potential

About the Client

Our client is a well-established pension administration provider specialising in SSAS and SIPP schemes, and they are looking for a Client Account Executive to join their team. You'll be joining an experienced and collaborative pensions department, and the office environment is hybrid.

Next Steps

Apply to this Client Account Executive role through this advert. If you would like more information, please contact our Commercial team on 0116 262 3733.

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days, please assume you have not been successful. We will, however, retain your application for future suitable opportunities.