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For Companies At a Glance
- Tasks: Manage SIPP accounts and provide top-notch admin support to clients and Financial Planners.
- Company: Established Chartered firm of Financial Planners with a supportive team.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial administration and strong organisational skills.
- Other info: Great career progression in a friendly and collaborative environment.
The predicted salary is between 30000 - 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
- 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.
SIPP Accounts Executive employer: Four Squared
Contact Detail:
Four Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Accounts Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work with SIPPs. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your SIPP knowledge. Be ready to discuss specific scenarios or challenges you might face in the role. This shows you're not just interested, but also knowledgeable and proactive!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace SIPP Accounts Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Accounts Executive role. Highlight relevant experience and skills that match the job description, especially your admin skills and any financial planning knowledge.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your passion for financial planning and how you can contribute to our team at StudySmarter.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of accuracy in financial administration.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Four Squared
✨Know Your SIPPs
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) before the interview. Understand the different types, their benefits, and how they work. This will show that you're not just interested in the role but also have a genuine understanding of the product you'll be dealing with.
✨Demonstrate Your Administrative Skills
Since this role involves a lot of administration, be prepared to discuss your experience with managing records and using diary systems. Bring examples of how you've successfully maintained accurate records in previous roles, as this will highlight your attention to detail and organisational skills.
✨Prepare for Technical Questions
Expect some technical questions related to pension calculations and regulations. Brush up on topics like Carry Forward and Taper calculations. Being able to confidently answer these questions will demonstrate your expertise and readiness for the role.
✨Show Your Client-Focused Approach
As the in-house contact for clients, it's crucial to showcase your customer service skills. Think of examples where you've gone above and beyond for clients in the past. This will help illustrate your commitment to providing quality service, which is key for this position.
