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For Companies At a Glance
- Tasks: Manage SIPP accounts, provide client support, and maintain accurate records.
- Company: Established Chartered firm of Financial Planners in Leicester.
- Benefits: Competitive salary, hybrid working, health cash plan, and 24 days holiday.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: A levels or equivalent, with 3 years' experience in SIPP administration.
- Other info: Opportunity for professional development and career growth.
The predicted salary is between 25000 - 35000 £ per year.
We are currently recruiting for a SIPP Accounts Executive, to work within a well-established Chartered firm of Financial Planners.
ROLE OVERVIEW
You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.
MAIN TASKS
- Establishment of SIPP: Set up new SIPPs in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid the preparation of associated Suitability Reports.
- Process Contributions, provide CPC to client where necessary, undertake Carry Forward/Taper calculations.
- Provide cancellation rights to client, where necessary.
- Effect transfers into SIPP and provide the Suitability Team with an information pack to aid preparation of the Suitability Report. Initially, prepare the pension analysis schedule for the Financial Planner to review, following advice to transfer, complete, and submit the signed transfer forms to the transferring schemes.
- Day to Day Portfolio Management: Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel).
- Maintain a diary confirming the date of any drawdown anniversaries, rent reviews, lease expiry etc.
- Daily reconciliation of bank accounts.
- Banking of cheques into the SIPP bank account and requesting payments: cheque/bank transfers.
- Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements.
- Issue Client Meeting Notes and undertake action points.
- Invoice clients in accordance with Client Agreements.
- Maintain client contact over telephone, email and face to face.
- Liaise with financial planners and paraplanners.
- Maintain accountant contact (where applicable) over telephone, email, face to face.
- Reviewing documents and arranging for trustee's signature.
- Produce bespoke documents.
- Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation.
KNOWLEDGE AND SKILLS REQUIRED:
Essential:
- Knowledge of the services that the firm provides to clients.
- 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.
Pay 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. Salary sacrifice scheme available.
- 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.
QUALIFICATIONS
Essential:
- Educated to A level standard (or equivalent) as a minimum. Minimum of 3 years’ experience in a SIPP client servicing and administration role.
Desirable:
- To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent).
- To hold CII Award/Certificate/Diploma units (or equivalent).
- Other Financial Services experience, in a similar role, ideally for a Financial Adviser.
Application Process
If you wish to be considered for this role, please email your CV or call me.
SIPP Accounts Executive in England employer: Four Squared Recruitment Ltd
Contact Detail:
Four Squared Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Accounts Executive in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about SIPPs. A friendly chat can lead to insider info on job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your SIPP knowledge. Be ready to discuss how you can provide top-notch administration services and support to Financial Planners. Show them you’re the go-to person for all things SIPP!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and expertise. Use our website to find roles that suit you best, and tailor your approach to each company’s culture and needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in their minds. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace SIPP Accounts Executive in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of SIPPs and any relevant financial services experience to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the SIPP Accounts Executive role. Share specific examples of your past experiences that align with the tasks listed in the job description.
Showcase Your Technical Skills: Since you'll be using various software like Omni and Excel, mention your proficiency with these tools in your application. We love candidates who can hit the ground running!
Apply Through Our Website: For the best chance of getting noticed, apply directly through our website. It helps us keep track of applications and ensures you’re considered for the role promptly!
How to prepare for a job interview at Four Squared Recruitment Ltd
✨Know Your SIPPs Inside Out
Make sure you brush up on your knowledge of SIPP products and their role in financial planning. Be ready to discuss how you've used this knowledge in previous roles, as it shows you're not just familiar with the terms but can apply them practically.
✨Showcase Your Admin Skills
Since this role involves a lot of administration, be prepared to talk about your experience with relevant software like Omni, Virtual Cabinet, and Excel. Highlight specific examples where your organisational skills made a difference in managing client portfolios or processing contributions.
✨Communicate Like a Pro
Effective communication is key in this role. Think of examples where you've successfully liaised with clients, financial planners, or other professionals. Practise articulating your thoughts clearly, as you'll need to demonstrate that you can handle various communication methods confidently.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge of SIPPs and financial services legislation. Review common scenarios you might face in the role and prepare to explain how you'd handle them. This will show that you're not only knowledgeable but also ready to tackle real-world challenges.
