Pensions Administrator (SIPP Specialist) Opportunity
A leading Chartered Wealth Management and Financial Planning firm is seeking an experienced Pensions Administrator (SIPP Accounts Executive) to join its highly regarded pensions team. This role is ideal for a detail-oriented professional with a strong understanding of SIPPs who is passionate about delivering first-class client service.
Leicester hybrid working available
Salary: up to £38,000
Bonus: Discretionary annual bonus based on performance
The environment supports career progression, professional development, and personal growth—backed by Chartered Status and a culture of trust and empowerment.
Benefits include:
* Hybrid working scheme (post-training)
* 24 days holiday (increasing with service)
* 4x salary life assurance
* Employer pension contributions starting at 5%, increasing with tenure
* Health Cash Plan Scheme
* Free on-site parking
Role Overview
The successful candidate will act as the primary administrative contact for a portfolio of SIPP clients, supporting financial planners and liaising with solicitors, accountants, and other professionals to ensure smooth and compliant service delivery.
Key Responsibilities:
* Set up and administer SIPP arrangements, including contributions and transfers
* Prepare and review retirement benefit illustrations, drawdown schedules, and cancellation notices
* Support pension property transactions, including funding and borrowing arrangements
* Maintain accurate records across all systems and ensure timely FCA reporting
* Process death benefit and illness claims in line with internal and regulatory standards
* Liaise with clients, financial planners, paraplanners, and professional third parties
Essential:
* Solid knowledge of SIPP structures, pension legislation, and financial planning principles
* Strong communication and interpersonal skills
* Proficient with industry software such as Intelliflo, Excel, and document management systems
Ready to Take the Next Step?
This is a fantastic opportunity for a pensions professional to join a forward-thinking, client-focused firm offering genuine career development, hybrid working, and a positive, supportive culture.
Apply now to advance your pensions career in a dynamic and trusted environment.
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