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- Tasks: Support clients with SIPP administration and assist Financial Planners with technical tasks.
- Company: Join a well-established independent financial advisory firm in Leicester.
- Benefits: Enjoy a competitive salary, hybrid working, and career development support.
- Why this job: Gain hands-on experience in finance while working in a supportive and professional environment.
- Qualifications: GCSE Maths and English Grade B or above; A-Level standard; 2 years admin experience required.
- Other info: Free on-site parking and regular company events to foster a great culture.
Are you looking to develop your career in financial services within a supportive and professional environment? We are seeking a Trainee SIPP Account Executive to join our well-established independent financial advisory firm in Leicester. This is a fantastic opportunity to gain hands-on experience, develop your skills, and progress within the financial services industry.
Role Overview
As a Trainee SIPP Account Executive, you will be the in-house contact for our clients, delivering a high-quality administration service for a portfolio of Self-Invested Personal Pensions (SIPPs). You will also provide technical and administrative support to the Financial Planner, ensuring records are maintained to regulatory and company standards.
Key Responsibilities
- Serve as the primary point of contact for clients, handling queries and providing a first-class service.
- Maintain accurate paper and electronic records to ensure compliance with firm and regulatory requirements.
- Support the Financial Planner with administrative and technical tasks.
- Ensure adherence to data protection legislation and company policies.
- Produce clear and professional correspondence, including letters and reports.
Skills & Experience Required
- Strong communication skills, both written and verbal, with a professional telephone manner.
- Ability to work within defined levels of authority and escalate issues where necessary.
- High level of accuracy and attention to detail in maintaining records.
- Knowledge of data protection legislation and compliance principles.
- Proficient in Microsoft Office applications (Word, Excel, Outlook).
- GCSE Maths and English – Grade B or above (or equivalent).
- Educated to A-Level standard (or equivalent).
- Minimum 2 years’ experience in an administration role within Financial or Professional Services.
Benefits
- Salary: Circa £25,000 per annum (dependent on qualifications, knowledge, and experience).
- Pension: 5% employer contribution, increasing incrementally based on service, with salary sacrifice scheme available.
- Holiday: 24 days per year, increasing incrementally based on continuous service.
- Hybrid Working: Available upon completion of training and induction.
- Career Development: Financial support available for professional qualifications, study materials, and exams.
- Company Culture: Regular staff updates, company events, and employee recognition initiatives.
- Convenience: Free on-site parking.
Working Hours
Monday to Thursday: 9:00 AM – 5:00 PM
Friday: 8:30 AM – 4:30 PM (Flexibility may be required based on business needs.)
If you have the relevant skills for this role, please send your CV to Joanne Harris.
Trainee SIPP Account Executive employer: Four Squared Recruitment Ltd
Contact Detail:
Four Squared Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee SIPP Account Executive
✨Tip Number 1
Familiarise yourself with Self-Invested Personal Pensions (SIPPs) and the financial services industry. Understanding the basics will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your communication skills, especially over the phone. Since you'll be the primary point of contact for clients, practising clear and professional communication can set you apart from other candidates.
✨Tip Number 3
Gain a solid understanding of data protection legislation and compliance principles. Being knowledgeable in these areas will not only boost your confidence but also show that you are serious about adhering to regulations in the financial sector.
✨Tip Number 4
Network with professionals in the financial services field. Attend local events or join online forums to connect with others in the industry. This can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Trainee SIPP Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and financial services. Emphasise your communication skills and attention to detail, as these are crucial for the Trainee SIPP Account Executive role.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the key responsibilities and skills mentioned in the job description. Explain why you are interested in the role and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Ensure you mention your GCSEs and A-Levels, particularly in Maths and English, as well as any other qualifications that relate to financial services or administration. This will demonstrate your academic foundation for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential for this position.
How to prepare for a job interview at Four Squared Recruitment Ltd
✨Research the Company
Before your interview, take some time to learn about the independent financial advisory firm. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to your experience in administration and your understanding of Self-Invested Personal Pensions (SIPPs). Be ready to discuss how your skills align with the responsibilities of the Trainee SIPP Account Executive position.
✨Showcase Your Communication Skills
As this role requires strong communication abilities, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your verbal and written communication skills.
✨Demonstrate Attention to Detail
Highlight your ability to maintain accurate records and comply with regulations. You might be asked to provide examples from your previous roles where attention to detail was crucial, so have those stories ready to share.
