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For Companies At a Glance
- Tasks: Deliver high-quality service and process client requests for Self-Invested Personal Pensions.
- Company: Established financial services organisation with a focus on growth and collaboration.
- Benefits: Competitive salary, generous leave, private healthcare, and professional development opportunities.
- Why this job: Join a supportive team and make a real impact in financial operations.
- Qualifications: Strong communication skills, attention to detail, and data processing abilities.
- Other info: Dynamic environment with opportunities for career advancement and learning.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
Do you have excellent communication and interpersonal skills, with a keen eye for detail and strong data processing abilities?
An established and growing financial services organisation is seeking an Operations Executive to join their team.
About the Role:
- Deliver a high-quality service to advisers and customers, ensuring accuracy and efficiency in all processes
- Process and prioritise daily client instructions and requests related to Self-Invested Personal Pensions (SIPPs)
- Act as the first point of contact for clients, advisers, and third parties, providing timely and professional responses
- Investigate and resolve queries or complaints, maintaining a strong focus on customer outcomes
- Support continuous improvement by updating procedures, identifying process risks, and contributing ideas for greater efficiency
- Collaborate with colleagues across Operations to ensure smooth service delivery and adherence to regulatory standards
- Monitor performance against agreed service levels and contribute to team meetings and feedback sessions
- Ensure compliance with relevant regulations and internal controls, maintaining accurate records and data integrity
About You:
- Excellent interpersonal and communication skills
- Strong analytical and data processing capabilities
- High attention to detail and commitment to accuracy
- Able to work both independently and collaboratively within a team environment
- Confident problem-solving skills with a proactive attitude
- Proficient in Microsoft Office, particularly Excel
- Self-motivated, organised, and eager to learn
Beneficial:
- Experience with SIPP administration or within a financial services or investment platform environment
- Knowledge of ISAs, investment products, and/or pension transfer processes (e.g., via Origo)
- Familiarity with Salesforce or similar CRM systems
- Relevant financial services qualifications (e.g., IOC or CII)
- An interest in financial markets and investment operations#
Benefits:
- Competitive salary with discretionary bonus scheme
- 9% employer pension contribution each month
- 33 days annual leave including bank holidays (pro rata for part-time roles)
- Option to buy or sell up to 5 additional days of annual leave
- Private healthcare programme
- Opportunities for professional development and financial services training
- Supportive, collaborative, and inclusive working environment
If you’re passionate about delivering exceptional service and developing your career in financial operations, we’d love to hear from you.
Operations Executive (SIPP) employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Executive (SIPP)
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work with SIPPs. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by practising common questions related to operations and customer service. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your analytical skills during interviews. Bring examples of how you've used data processing to solve problems or improve processes in previous roles. This will highlight your attention to detail!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Operations Executive (SIPP)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Operations Executive role. Highlight your communication skills, attention to detail, and any relevant experience in financial services or data processing.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this position. Share specific examples of how you've delivered high-quality service or resolved customer queries in the past.
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention instances where you’ve tackled challenges or improved processes. We love seeing proactive attitudes and innovative thinking!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) and the financial services industry. Familiarise yourself with common queries and processes related to SIPPs, as well as any relevant regulations. This will show that you're not just interested in the role but also understand the specifics.
✨Showcase Your Communication Skills
Since this role requires excellent communication, prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you resolved a complaint or provided exceptional service. Practising these scenarios can help you articulate your experience clearly during the interview.
✨Demonstrate Attention to Detail
Given the emphasis on accuracy in this role, be ready to discuss how you ensure precision in your work. You might want to share specific instances where your attention to detail made a difference, whether it was in data processing or maintaining records. This will highlight your commitment to quality.
✨Be Proactive and Problem-Solving
Prepare to discuss how you've tackled challenges in previous roles. Think of examples where you identified a process risk or suggested improvements. This will demonstrate your proactive attitude and problem-solving skills, which are crucial for the Operations Executive position.