SIPP Accounts Executive (Hybrid) – Pensions Specialist

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

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.