SIPP Account Executive

SIPP Account Executive

Godalming Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage SIPP and SSAS pension administration from start to finish for clients.
  • Company: Supportive firm focused on career development and innovation.
  • Benefits: Generous salary package and opportunities for skill enhancement.
  • Why this job: Join a vibrant team and make a real difference in pension management.
  • Qualifications: Experience in SIPP/SSAS administration and strong IT skills required.
  • Other info: Dynamic environment with a focus on continuous improvement.

The predicted salary is between 36000 - 60000 £ per year.

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.

Duties for this role will include :

  • Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
  • Calculate and pay retirement benefits.
  • Process contributions and transfers into the scheme.
  • Arrange buying / surrender of investment portfolios.
  • Prepare scheme asset valuations and member fund share calculations.

You will have :

  • Previous experience dealing with cradle to grave administration of SIPP and / or SSAS pension schemes.
  • Good communication and organisation skills
  • Strong workload prioritisation

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and de…

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SIPP Account Executive employer: Brevere Group

Join a forward-thinking and innovative firm that values your professional growth and offers a supportive work environment. As a SIPP Account Executive, you will benefit from a generous compensation package and opportunities for career development within a vibrant team dedicated to enhancing client services. This role not only allows you to utilise your expertise in pension administration but also encourages continuous improvement and skill enhancement.
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Contact Detail:

Brevere Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land SIPP Account Executive

✨Tip Number 1

Network like a pro! Reach out to your connections in the pension industry and let them know you're on the lookout for SIPP or SSAS roles. You never know who might have the inside scoop on job openings.

✨Tip Number 2

Prepare for interviews by brushing up on FCA regulations and the latest trends in pension administration. We want you to feel confident and ready to impress potential employers with your knowledge!

✨Tip Number 3

Showcase your IT skills! Make sure to highlight any relevant software or tools you've used in previous roles. This will help you stand out as a tech-savvy candidate who can handle the demands of the job.

✨Tip Number 4

Don't forget to apply through our website! We’ve got loads of resources to help you land that SIPP Account Executive role, and we’re here to support you every step of the way.

We think you need these skills to ace SIPP Account Executive

SIPP Administration
SSAS Administration
Pension Administration
FCA Regulations Knowledge
IT Skills
Cradle to Grave Administration
Retirement Benefits Calculation
Contribution Processing
Investment Portfolio Management
Asset Valuation
Member Fund Share Calculations
Communication Skills
Organisational Skills
Workload Prioritisation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your SIPP and SSAS experience. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about pension administration and how you can contribute to our team. Keep it professional but let your personality show!

Showcase Your IT Skills: Since strong IT skills are a must, mention any relevant software or tools you’ve used in previous roles. We love tech-savvy candidates who can hit the ground running!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Brevere Group

✨Know Your SIPP and SSAS Inside Out

Make sure you brush up on your knowledge of SIPP and SSAS pension schemes. Be ready to discuss your previous experience with cradle to grave administration, as well as any specific regulations you've encountered. This will show that you're not just familiar with the terms but can also apply them in a practical setting.

✨Showcase Your IT Skills

Since strong IT skills are essential for this role, prepare to talk about the software and tools you've used in past positions. If possible, bring examples of how you've leveraged technology to improve processes or solve problems in pension administration.

✨Demonstrate Your Communication Skills

Communication is key in this role, so think of examples where you've effectively communicated complex information to clients or team members. Practise articulating your thoughts clearly and confidently, as this will help you stand out during the interview.

✨Prioritisation is Key

With a busy workload, being able to prioritise tasks is crucial. Prepare to discuss how you've managed competing deadlines in the past. You might even want to outline a specific situation where your organisational skills made a difference in your team's success.

SIPP Account Executive
Brevere Group
Location: Godalming

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