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- 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, and a supportive team environment.
- Why this job: Join a prestigious firm and make a real difference in clients' financial futures.
- Qualifications: Experience with SIPP clients or relevant industry experience is essential.
- Other info: Recognised as the Best Advisor to Work for three years running.
The predicted salary is between 28000 - 42000 £ per year.
Hybrid working available after qualifying period.
Salary up to £35,000 pa depending 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, 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 involves being the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. This includes maintaining records that meet the requirements of the firm and the regulator, as well as providing technical and administrative support to the Financial Planner.
Pension Administrator - SIPP Accounts Exec 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
✨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 the latest regulations. We want you to impress with your expertise, so practice answering common interview questions and think about how your experience aligns with the role.
✨Tip Number 3
Don’t forget to showcase your soft skills! As a Pension Administrator, communication and organisation are key. Be ready to share examples of how you've successfully managed client relationships or handled complex administrative tasks in the past.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We make it easy for you to submit your application directly, and it shows you're serious about joining our award-winning team. Let's get you started on this exciting journey!
We think you need these skills to ace Pension Administrator - SIPP Accounts Exec
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 background aligns with the role, so don’t be shy about showcasing your skills!
Craft a Compelling 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 professional but let your personality come through.
Showcase Your Attention to Detail: As a Pension Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. 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 Self-Invested Personal Pensions (SIPPs). Be ready to discuss how you've managed portfolios in the past and any relevant regulations. This will show that you're not just familiar with the terminology but can also apply it practically.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in previous roles. Think about specific challenges you faced and how you resolved them. This will demonstrate your ability to provide a quality administration service, which is crucial for this position.
✨Understand the Company Culture
Research the company’s values and their focus on staff development. Be ready to explain why you want to work for an award-winning business that prioritises employee satisfaction. This will help you connect with the interviewers and show that you’re a good fit for their team.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client service or how they support staff development. It shows your genuine interest in the role and helps you assess if the company is right for you.
