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SIPP Accounts Executive Pensions
Job Posted: 10 days ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: LE19, Enderby, Leicestershire
Expire in: 18 days
Job Description
SIPP Accounts Executive
Leicester (Our Ref AL1371) – 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 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 £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
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our websiteBefore You Apply
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Looking for your next career move? Join a top company hiring SIPP Accounts Executive Pensions job near me in LE19, Enderby, Leicestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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