SIPP Accounts Executive – Pensions (Hybrid)

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

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.