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Sipp account executive

Leicester
Brevere Group
Account executive
Posted: 16 June
Offer description

Job Description

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.

Duties for this role will include:

* Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
* Calculate and pay retirement benefits.
* Process contributions and transfers into the scheme.
* Arrange buying/surrender of investment portfolios.
* Prepare scheme asset valuations and member fund share calculations.

You will have:

* Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
* Good communication and organisation skills
* Strong workload prioritisation

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, 2 days per week from home.

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