SIPP Accounts Executive Pensions

North Oak Recruitment; Enderby; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A prestigious recruitment agency is seeking a SIPP Accounts Executive to manage client portfolios, providing quality administration service and support to financial planners. The ideal candidate will possess knowledge of SIPP products and demonstrate strong communication skills. The salary ranges from £25,000 to £35,000 per annum, with hybrid working arrangements available after the qualifying period.

Benefits

Discretionary bonus

4 x salary life assurance

Health Cash Plan Scheme

Free parking

24 days holiday, increasing with service

Qualifications

• Previous experience managing a portfolio of SIPP clients is essential.
• Ability to work within level of authority and to refer work when appropriate.

Responsibilities

• Be the in‑house contact for the client providing a quality administration service.
• Maintain records that meet firm and regulator requirements.
• Provide technical and administrative support to the Financial Planner.

Skills

Knowledge of the SIPP and associated products

Good technical knowledge of SIPPs

Ability to communicate effectively

Knowledge of Data Protection legislation

Ability to maintain accurate records

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

• 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 the 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 the role and individual responsibilities in this area.
• Knowledge of Data Protection legislation relevant to the role.
• Knowledge of IT systems and programmes relevant to the 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 £25,000 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.

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