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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 a focus on staff development.
- Benefits: Salary up to £35,000, discretionary bonus, health cash plan, and hybrid working options.
- Why this job: Join a prestigious team and make a real difference in clients' financial futures.
- Qualifications: Experience with SIPP management or relevant industry experience is essential.
- Other info: Enjoy excellent career growth and a supportive work environment.
The predicted salary is between 25000 - 35000 £ per year.
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 - SIPP Accounts Exec 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 - SIPP Accounts Exec 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 SIPP Accounts Executive 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 knowledge of SIPPs and related financial services legislation. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for the latest job postings and make sure to tailor your application to highlight your relevant experience in managing SIPP clients.
✨Tip Number 4
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Pension Administrator - SIPP Accounts Exec in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Accounts Executive role. Highlight your relevant experience managing SIPP clients and any technical knowledge you have about SIPPs and financial planning. We want to see how your skills match what we're looking for!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our award-winning team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since you'll be communicating with clients and professionals, make sure your application reflects your ability to communicate effectively. Use clear language and a friendly tone in your CV and cover letter – it’s all about making a great first impression!
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 the best experience possible. Plus, it shows you're keen on joining our 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 SIPP accounts and associated products. Be prepared to discuss how they fit into financial planning and any relevant legislation. This will show that you're not just familiar with the basics, but that you can handle the technical aspects of the role.
✨Showcase Your Communication Skills
Since you'll be the in-house contact for clients, it's crucial to demonstrate your ability to communicate effectively. Practice articulating complex information clearly and concisely, whether it’s over the phone or in writing. Think about examples where you've successfully communicated with clients or colleagues in the past.
✨Highlight Relevant Experience
If you have previous experience managing a portfolio of SIPP clients, make sure to highlight this during the interview. If you're a trainee, focus on any relevant industry experience you have. Be ready to discuss specific situations where you’ve applied your knowledge and skills in a practical setting.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
