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For Companies At a Glance
- Tasks: Manage a portfolio of SIPP clients and provide top-notch administration support.
- Company: Join a prestigious Chartered Pensions & Investment Company with nearly 40 years of excellence.
- Benefits: Enjoy a competitive salary, hybrid working, health cash plan, and generous holiday allowance.
- Why this job: Be part of an award-winning team focused on client service and employee development.
- Qualifications: Previous experience with SIPP clients is essential; trainees with relevant experience may apply.
- Other info: Discretionary bonuses and life assurance included; apply with your CV today!
The predicted salary is between 20000 - 28000 £ per year.
SIPP Accounts Executive
Leicester (Our Ref AL1395) hybrid working available after qualifying period
Salary up 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, 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.
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SIPP Accounts Executive Pensions employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Accounts Executive Pensions
✨Tip Number 1
Familiarise yourself with the latest regulations and trends in the SIPP market. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the pensions sector, especially those who work with SIPPs. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights that could give you an edge.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully managed client portfolios or resolved complex issues. This will showcase your practical skills and ability to handle the responsibilities of the role.
✨Tip Number 4
Research StudySmarter and our values, particularly our focus on providing excellent service and developing staff. Tailor your conversations during interviews to reflect how your personal values align with ours, making you a great fit for the team.
We think you need these skills to ace SIPP Accounts Executive Pensions
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the SIPP Accounts Executive position. Familiarise yourself with the key skills needed, such as knowledge of SIPPs and financial planning.
Tailor Your CV: Customise your CV to highlight relevant experience in managing SIPP portfolios. Emphasise any technical knowledge and communication skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to provide quality administration services and support to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services industry.
How to prepare for a job interview at North Oak Recruitment
✨Know Your SIPPs Inside Out
Make sure you have a solid understanding of SIPP products and their role in financial planning. Brush up on the latest regulations and how they impact client portfolios, as this knowledge will be crucial during your interview.
✨Demonstrate Communication Skills
Prepare to showcase your ability to communicate effectively with various stakeholders, including clients and financial planners. Think of examples where you've successfully navigated complex conversations or resolved issues.
✨Highlight Relevant Experience
If you have previous experience managing SIPP clients, be ready to discuss specific cases and outcomes. If you're a trainee, focus on any relevant industry experience that demonstrates your capability and eagerness to learn.
✨Familiarise Yourself with Company Values
Research the company’s history and values, especially their commitment to providing first-class service and staff development. Be prepared to explain how your personal values align with theirs, which can set you apart from other candidates.
