At a Glance
- Tasks: Assist in managing self-invested pensions and liaise with financial advisers and clients.
- Company: Join a multi-award-winning pension provider based in Carlisle.
- Benefits: Receive full training, develop skills, and work in a supportive environment.
- Other info: Great opportunity for career growth in a regulated environment.
- Why this job: Make a difference in the pension industry while gaining valuable experience.
- Qualifications: Attention to detail, time management, and communication skills are key.
The predicted salary is between 30000 - 40000 £ per year.
InvestAcc Pension Administration Limited is a multi-award-winning self-invested pension provider based in Carlisle, serving customers across the UK. We administer over 20,000 pension schemes with combined assets exceeding £9 billion, specializing in high-quality pension scheme management. Our focus is on delivering exceptional service to clients, mainly through financial advisers, as we do not provide advice directly. Join our team and contribute to a company trusted for its expertise and excellence in the pension industry.
The role will involve assistance with the ongoing administration of our self-invested pensions. You will liaise with financial advisers, banks, financial institutions and pension scheme members on all pension related matters, to ensure the timely and accurate administration of all transactions including investments, benefit calculations, scheme valuations and income reviews, ensuring adherence to current legislation.
It may be beneficial if the candidate has a background in financial services administration, however this is not essential as full training will be given.
Qualifications
- Strong attention to detail, time management, and organisational skills
- Ability to process financial transactions and maintain compliant records
- Proficiency in Microsoft Excel and back-office administration systems
- Effective written and verbal communication skills
- Ability to manage workload and meet deadlines in a regulated environment
SIPP Pension Administrator in Leeds employer: InvestAcc Pension Administration Limited
InvestAcc Pension Administration Limited is an exceptional employer, offering a supportive work culture that prioritises employee development and growth. Located in Carlisle, our team enjoys a collaborative environment where training is provided to ensure success in the SIPP Pension Administrator role, alongside competitive benefits and the opportunity to contribute to a trusted leader in the pension industry.
Contact Details:
InvestAcc Pension Administration Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land SIPP Pension Administrator in Leeds
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We think you need these skills to ace SIPP Pension Administrator in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to InvestAcc Pension Administration Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on InvestAcc Pension Administration Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at InvestAcc Pension Administration Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with InvestAcc Pension Administration Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at InvestAcc Pension Administration Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former InvestAcc Pension Administration Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
