SIPP Accounts Executive

Leicester (Our Ref AL1296) – hybrid working available after qualifying period

Salary up to £32,000 pa dep on experience

Full time, although consideration may be given to part time

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 & 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 & benefits

• Salary - to £32,000 per annum (dependant on qualifications, knowledge, and experience)
• Life assurance - 2 x salary.
• Pension - 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
• Holiday - 24 days’, increasing incrementally in recognition of continuous service
• Health cash plan scheme – Includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme.
• Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business.
• Hybrid working scheme - Available following completion of initial training and induction
• Professional qualifications – Financial support available for study materials and examinations subject to prior approval.
• Employee Wellbeing - Private Medical Insurance, Health Pash plan, wellbeing guides, discounts portal, Employee Assistance Programme.
• Communication and Recognition – Regular staff updates and company events.
• Free parking

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 website.