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For Companies At a Glance
- Tasks: Manage SIPP client portfolios and provide top-notch administration support.
- Company: Award-winning Chartered Pensions & Investment Company with 40 years of excellence.
- Benefits: Salary up to £35,000, hybrid working, health cash plan, and generous holiday.
- Why this job: Join a prestigious team and make a real difference in clients' financial futures.
- Qualifications: Experience with SIPP clients or relevant industry experience is essential.
- Other info: Enjoy a supportive environment with opportunities for growth and development.
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, and a trainee may be considered who has relevant industry experience.
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, 3 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 the 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 the role and individual responsibilities in this area.
- Knowledge of Data Protection legislation relevant to the role.
- Knowledge of IT systems and programmes relevant to the 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 £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.
- 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.
If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies; you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Pension Administrator in Leicester employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the hunt for a Pension Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your SIPP knowledge. Make sure you can confidently discuss how SIPPs work and their relevance in financial planning. This will show potential employers that you're not just a candidate, but a knowledgeable asset.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with clients and professionals, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to get comfortable with discussing technical topics.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are eager to join our award-winning team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Pension Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with SIPP clients and any relevant industry knowledge. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about pensions and how you can contribute to our award-winning team. Keep it friendly and professional – we love a personal touch!
Show Off Your Communication Skills: Since you'll be liaising with clients and professionals, make sure your application reflects your ability to communicate effectively. Whether it's through your CV or cover letter, clarity and professionalism are key!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance at joining our fantastic team!
How to prepare for a job interview at North Oak Recruitment
✨Know Your SIPPs Inside Out
Make sure you brush up on your knowledge of Self-Invested Personal Pensions (SIPPs) and their role in financial planning. Be ready to discuss how you've managed SIPP portfolios in the past, as this will show your expertise and confidence in handling client needs.
✨Communicate Like a Pro
Since you'll be liaising with clients, actuaries, and other professionals, practice your communication skills. Prepare to explain complex concepts clearly and concisely, whether it's over the phone or in writing. This will demonstrate your ability to connect with various stakeholders.
✨Familiarise Yourself with Regulations
Get to grips with the relevant financial services legislation, data protection laws, and money laundering procedures. Being able to reference these during your interview will show that you're not just knowledgeable but also compliant and responsible.
✨Showcase Your IT Skills
Since the role involves maintaining accurate computer-based records, be prepared to discuss your experience with relevant IT systems and programmes. Highlight any specific software you've used in previous roles, as this can set you apart from other candidates.
