SIPP Account Executive Apply now

SIPP Account Executive

Leicester Full-Time No home office possible
Apply now
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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 develop the services…

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Contact Detail:

Brevere Group Recruiting Team

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  • SIPP Account Executive

    Leicester
    Full-Time
    Apply now

    Application deadline: 2027-01-01

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    Brevere Group

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