SIPP Accounts Executive in Enderby

SIPP Accounts Executive

Leicester (Our Ref AL1428) – hybrid working available after qualifying period

Salary £28,500 to £35,000 pa dep on experience

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role.

My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their “Best Advisor to Work for” award, 4 years running.

The role

To be the in‑house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.

Knowledge, skills and abilities

• 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

Remuneration and benefits

• Salary £28,500 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.
• 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