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For Companies At a Glance
- Tasks: Manage a portfolio of SIPP clients and provide top-notch administration support.
- Company: Join a prestigious Chartered Pensions & Investment Company with nearly 40 years of excellence.
- Benefits: Enjoy hybrid working, a competitive salary, discretionary bonuses, and a health cash plan.
- Why this job: Be part of an award-winning team focused on client service and employee development.
- Qualifications: Previous experience with SIPP clients is essential; trainees with relevant experience may apply.
- Other info: Initial training required before hybrid working options become available.
The predicted salary is between 25000 - 35000 £ per year.
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 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 £25,000 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.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
SIPP Accounts Executive - Pensions employer: North Oak Recruitment Ltd
Contact Detail:
North Oak Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Accounts Executive - Pensions
✨Tip Number 1
Familiarise yourself with the latest SIPP regulations and financial planning strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who work with SIPPs. Attend relevant seminars or webinars to make connections and gain insights that could give you an edge during the hiring process.
✨Tip Number 3
Prepare to discuss your previous experience managing SIPP clients in detail. Be ready to share specific examples of how you've provided excellent service and resolved client issues, as this will showcase your suitability for the role.
✨Tip Number 4
Research the company’s values and recent achievements, particularly their awards. Tailoring your conversation to reflect their focus on client service and staff development can help you stand out as a candidate who aligns with their culture.
We think you need these skills to ace SIPP Accounts Executive - Pensions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with SIPP clients and any relevant industry knowledge. Use specific examples to demonstrate your skills in managing portfolios and providing quality administration services.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities of the role. Emphasise your technical knowledge of SIPPs, your ability to communicate effectively with various stakeholders, and your understanding of financial services legislation.
Highlight Relevant Experience: If you have previous experience in a similar role or relevant industry experience, make sure to detail this in your application. Mention any awards or recognitions you've received that align with the company's values.
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, which is crucial in the financial services sector.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Showcase Your SIPP Knowledge
Make sure to brush up on your knowledge of SIPPs and associated products. Be prepared to discuss how these fit into financial planning, as this will demonstrate your understanding of the role and its requirements.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics like pensions with clients or colleagues. This will help you stand out during the interview.
✨Understand Regulatory Requirements
Familiarise yourself with relevant financial services legislation, data protection laws, and money laundering procedures. Being able to reference these during your interview will show that you are well-prepared and knowledgeable about the industry.
✨Demonstrate Client-Centric Attitude
Since the company prides itself on providing first-class service, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your ability to maintain accurate records and provide quality administration support.
