Pension Administrator - SIPP Accounts Exec

North Oak Recruitment; East Midlands; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading financial services recruitment agency is seeking a SIPP Accounts Executive in Leicester. The role involves managing a portfolio of SIPP clients and providing quality administration services. Candidates should have prior experience in SIPP management or relevant industry experience. This opportunity also allows for hybrid working after a qualifying period, with a competitive salary up to £35,000 per annum based on experience.

Qualifications

• Previous experience managing a portfolio of SIPP clients is essential.
• Relevant industry experience may be considered for trainees.

Responsibilities

• Serve as the in-house contact for the client.
• Provide a quality administration service for a portfolio of SIPPs.
• Maintain records as per firm and regulatory requirements.

Skills

Portfolio management

Client communication

Technical support

Job description

SIPP Accounts Executive

Leicester (Our Ref AL1395) hybrid working available after qualifying period

Salary up to £35,000 pa dep on experience

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experience.

My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their Best Advisor to Work for award, 3 years running.

The role

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.

Knowledge, skills and abilities