Hybrid SIPP Accounts Specialist – Leicester

Four Squared Recruitment Ltd; England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services recruitment agency in the United Kingdom is seeking a SIPP Accounts Executive in Leicester. The ideal candidate will manage a portfolio of SIPP accounts, deliver excellent client service, and possess robust technical knowledge of SIPPs. This full-time role offers a salary between £25,000 to £35,000, dependent on qualifications, and includes a hybrid working scheme after training.

Benefits

Discretionary bonus

4 x salary life assurance

5% employer pension contribution

24 days' holiday

Health Cash Plan Scheme

Free parking

Qualifications

• Minimum of 3 years’ experience in a SIPP client servicing and administration role.
• Willingness to obtain CII Award/Certificate/Diploma Units (or equivalent) is desirable.

Responsibilities

• Serve as the in-house contact for clients regarding SIPP accounts.
• Process contributions and handle administrative tasks for SIPPs.
• Maintain accurate client records and facilitate meetings.

Skills

Knowledge of services offered

Knowledge of SIPP products

Effective communication

Technical knowledge of SIPPs

Knowledge of financial services legislation

Ability to manage records

Understanding of money laundering procedures

Knowledge of IT systems

Problem-solving skills

Education

A level standard or equivalent

Tools

Omni

Virtual Cabinet

Intelliflo

Excel

Job description

A financial services recruitment agency in the United Kingdom is seeking a SIPP Accounts Executive in Leicester. The ideal candidate will manage a portfolio of SIPP accounts, deliver excellent client service, and possess robust technical knowledge of SIPPs. This full-time role offers a salary between £25,000 to £35,000, dependent on qualifications, and includes a hybrid working scheme after training.