SSAS/SIPP Accounts Executives - Leicester
GBP25000 - GBP35,000p/a
Hybrid
Why this role? We are currently recruiting for 2 Accounts Executives with SIPP or SSAS experience to work within a well-established Chartered firm of Financial Planners.
ROLE OVERVIEW: You will be the in-house contact for clients, providing quality administration services for a portfolio of SSAS or SIPP and other arrangements serviced by the team. Responsibilities include maintaining records that meet regulatory standards and providing technical and administrative support to Financial Planners.
MAIN TASKS:
1. Set up new SSAS/SIPP accounts promptly, using a diary system, submitting information packs, and assisting the Suitability Team with report preparation.
2. Undertake takeovers of existing SSAS/SIPP from other Trustees/Practitioners.
3. Effect transfers into SSAS/SIPP and manage property purchases/sales with appropriate support.
4. Prepare reports and valuations for client meetings.
5. Calculate maximum borrowing, retirement, and death benefits.
6. Calculate maximum loan backs and ensure compliance with HMRC requirements.
7. Process retirement benefit applications.
8. Provide technical and administrative support to Financial Planners.
9. Perform routine administration tasks and handle client queries within your scope of authority.
RELATIONSHIPS: Collaborate with Financial Planners, paraplanners, SSAS team leader, and other department members on joint projects. Some training and supervision will be provided by the Compliance Manager.
PAY AND BENEFITS:
* Salary GBP25,000 to GBP35,000 per annum, depending on experience.
* Discretionary bonus.
* 4x salary life assurance.
* Employer pension contribution of 5%, increasing with service.
* Salary sacrifice pension scheme available.
* 24 days' holiday, increasing with continuous service.
* Health Cash Plan Scheme.
* Free parking.
* Hybrid working scheme following training and induction.
PERSON SPECIFICATION:
Qualifications:
* Essential: Educated to A level standard or equivalent, with a minimum of 3 years' experience in SSAS client servicing and administration.
* Desirable: Willingness to obtain CII Award/Certificate/Diploma units or equivalent. Experience in other financial services roles, ideally for a Financial Adviser.
Knowledge and Skills:
* Understanding of the services provided by the firm.
* Knowledge of SSAS and related products, with strong technical understanding.
* Familiarity with financial services legislation relevant to the role.
* Effective communication skills with clients, actuaries, accountants, Trustees, HMRC, and other professionals via various methods.
* Knowledge of anti-money laundering procedures and Data Protection legislation.
* Proficiency with IT systems and programs relevant to the role.
* Ability to work within your authority level and refer work appropriately.
* Skill in creating and maintaining accurate records.
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