SIPP Accounts Executive

Enderby Source: WhatJobs

£28,500–£35,000

SIPP Accounts Executive

Leicester (Our Ref AL1428) – hybrid working available after qualifying period

Salary £28,500 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.

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, 4 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 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 and benefits

Salary £28,500 to £35,000 per annum (dependent on qualifications, knowledge, and experience)
Discretionary bonus
4 x salary life assurance
Pension; 5% employer contribution - Increasing incrementally in recognition of service.
24 days’ holiday - Increasing incrementally in recognition of continuous service
Health Cash Plan Scheme
Free parking
Hybrid Working Scheme – Following completion of initial training and induction

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