SIPP Account Executive

Ortus PSR Ltd.; Blaby; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

Join a leading Chartered Wealth Management firm as a Pensions Administrator specializing in SIPP accounts. This role offers hybrid working and career growth in a supportive environment focused on client service excellence. If you have a solid understanding of pension legislation and enjoy client interaction, apply now to advance your career.

Benefits

Hybrid working scheme (post-training)

24 days holiday (increasing with service)

4x salary life assurance

Employer pension contributions starting at 5%

Health Cash Plan Scheme

Free on-site parking

Qualifications

• Solid knowledge of SIPP structures and pension legislation
• Strong communication and interpersonal skills
• Proficient with industry software including Intelliflo and Excel

Responsibilities

• Set up and administer SIPP arrangements, including contributions
• Prepare retirement benefit illustrations and drawdown schedules
• Support pension property transactions and maintain records

Skills

Knowledge of SIPP structures

Pension legislation

Financial planning principles

Communication skills

Interpersonal skills

Tools

Intelliflo

Excel

Document management systems

Job description

Pensions Administrator (SIPP Specialist) Opportunity

A leading Chartered Wealth Management and Financial Planning firm is seeking an experienced Pensions Administrator (SIPP Accounts Executive) to join its highly regarded pensions team. This role is ideal for a detail-oriented professional with a strong understanding of SIPPs who is passionate about delivering first-class client service.

Leicester hybrid working available

Salary: up to £38,000

Bonus: Discretionary annual bonus based on performance

The environment supports career progression, professional development, and personal growth—backed by Chartered Status and a culture of trust and empowerment.

Benefits include:

• Hybrid working scheme (post-training)
• 24 days holiday (increasing with service)
• 4x salary life assurance
• Employer pension contributions starting at 5%, increasing with tenure
• Health Cash Plan Scheme
• Free on-site parking

Role Overview

The successful candidate will act as the primary administrative contact for a portfolio of SIPP clients, supporting financial planners and liaising with solicitors, accountants, and other professionals to ensure smooth and compliant service delivery.

Key Responsibilities:

• Set up and administer SIPP arrangements, including contributions and transfers
• Prepare and review retirement benefit illustrations, drawdown schedules, and cancellation notices
• Support pension property transactions, including funding and borrowing arrangements
• Maintain accurate records across all systems and ensure timely FCA reporting
• Process death benefit and illness claims in line with internal and regulatory standards
• Liaise with clients, financial planners, paraplanners, and professional third parties

Essential:

• Solid knowledge of SIPP structures, pension legislation, and financial planning principles
• Strong communication and interpersonal skills
• Proficient with industry software such as Intelliflo, Excel, and document management systems

Ready to Take the Next Step?

This is a fantastic opportunity for a pensions professional to join a forward-thinking, client-focused firm offering genuine career development, hybrid working, and a positive, supportive culture.

Apply now to advance your pensions career in a dynamic and trusted environment.