SIPP Accounts Executive

North Oak Recruitment Limited; Enderby; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Discretionary bonus

Life assurance 4x salary

Pension 5% employer

Holiday 24 days

Health cash plan

Free parking

Hybrid working

Job summary

North Oak Recruitment Limited is assisting a Chartered Pensions & Investment Company in Leicester to recruit a SIPP Accounts Executive. You will be the in-house contact for a portfolio of SIPPs, providing quality administration and maintaining records that meet firm and regulator requirements, while offering technical support to the Financial Planner.

Knowledge of SIPPs, regulatory compliance, and data protection are essential.

Qualifications

• Knowledge of the SIPP and associated products.
• Strong understanding of SIPPs in financial planning.
• Familiarity with relevant financial services legislation.
• Ability to communicate with clients, actuaries, accountants and trustees.
• Awareness of anti-money laundering responsibilities and data protection.

Responsibilities

• Be the in-house contact for a client portfolio of SIPPs and provide quality administration.
• Maintain records meeting firm and regulator requirements and support the Financial Planner.

Skills

SIPP knowledge

Financial regulations

Communication skills

Data protection

IT systems

Tools

CRM software

Pension software

HMRC systems

Job description

SIPP Accounts Executive

Leicester (Our Ref AL1428) – hybrid working available after qualifying period

Salary £28,500 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.

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, 4 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

• Knowledge of the SIPP and associated products.
• Good technical knowledge of SIPPs and their use in financial planning
• Knowledge of other financial services legislation relevant to role
• Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods – phone, letter, e-mail, memo, etc
• Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area
• Knowledge of Data Protection legislation relevant to role
• Knowledge of IT systems and programmes relevant to role
• Ability to work within level of authority and to refer work when appropriate
• Ability to create and maintain accurate computer-based records

Remuneration and benefits

• Salary £28,500 to £35,000 per annum (dependent on qualifications, knowledge, and experience)
• Discretionary bonus
• 4 x salary life assurance
• Pension; 5% employer contribution - Increasing incrementally in recognition of service.
• 24 days’ holiday - Increasing incrementally in recognition of continuous service
• Health Cash Plan Scheme
• Free parking
• Hybrid Working Scheme – Following completion of initial training and induction