SIPP Accounts Executive Pensions

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

Job summary

An award-winning Chartered Pensions & Investment Company in Leicester is seeking a SIPP Accounts Executive to join its Pensions Team. The successful candidate will manage a portfolio of SIPP clients, providing quality administration and support to the Financial Planner. Candidates with relevant industry experience may be considered. This role offers a salary of up to £35,000, discretionary bonuses, hybrid working, and various benefits including a health cash plan and life assurance.

Benefits

Discretionary bonus

4 x salary life assurance

Pension with 5% employer contribution

24 days holiday

Health Cash Plan Scheme

Free parking

Hybrid Working Scheme

Qualifications

• Experience managing a portfolio of SIPP clients is essential.
• Ability to maintain records that meet regulatory requirements.
• Knowledge of IT systems and programmes relevant to the role.

Responsibilities

• Provide quality administration service for a portfolio of SIPPs.
• Maintain accurate computer-based records.
• Support the Financial Planner with technical and administrative tasks.

Skills

Knowledge of SIPP and associated products

Good technical knowledge of SIPPs

Knowledge of financial services legislation

Effective communication with clients

Knowledge of Data Protection legislation

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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