Pension Account Executive (SIPP/SSAS)

Westerby The Pension Specialist; Leicester; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Westerby The Pension Specialist in Leicester is seeking a Client Account Executive to join our pensions administration team. This role covers end-to-end administration of SIPP and SSAS client accounts, delivering accurate, timely service to clients, advisers and partners.

You will manage accounts cradle to grave, handle pension instructions, maintain records, and support process improvements in a collaborative, client-focused environment.

Qualifications

• Experience in SIPP, SSAS, pensions or financial services administration.
• Strong account management and client relationship skills.
• Excellent attention to detail and numerical accuracy.
• Ability to manage confidential and sensitive information professionally.
• Strong organisational and time-management skills, with the ability to meet deadlines and manage competing priorities.
• Project management skills and coordinating tasks.

Responsibilities

• Managing a portfolio of SIPP and SSAS client accounts from initial setup through to completion.
• Responding to client, adviser and provider queries professionally and within agreed timescales.
• Processing pension instructions and ensuring all administration is completed accurately and efficiently.
• Liaising with financial advisers, investment providers and other professional contacts.
• Supporting the establishment and ongoing administration of pension schemes.
• Monitoring investments and contributions to ensure they meet relevant requirements.
• Preparing and maintaining accurate client documentation and records.
• Handling confidential client and financial information with discretion.
• Supporting process improvements and projects to enhance efficiency and client experience.
• Managing competing priorities while maintaining a high standard of accuracy and service.

Job description

Westerby The Pension Specialist in Leicester is seeking a Client Account Executive to join our pensions administration team. This role covers end-to-end administration of SIPP and SSAS client accounts, delivering accurate, timely service to clients, advisers and partners.

You will manage accounts cradle to grave, handle pension instructions, maintain records, and support process improvements in a collaborative, client-focused environment.