Job Description
SIPP Accounts Executive
Leicester (Our Ref AL1395) 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 p...