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For Companies At a Glance
- Tasks: Manage a portfolio of SIPP clients and provide top-notch administration support.
- Company: Join an award-winning Chartered Pensions & Investment Company with nearly 40 years of excellence.
- Benefits: Earn up to £35,000, enjoy a discretionary bonus, and benefit from a health cash plan.
- Why this job: Be part of a team that values your growth and offers hybrid working after training.
- Qualifications: Experience in managing SIPP clients or relevant industry experience is essential.
- Other info: Enjoy 24 days holiday, free parking, and excellent career development opportunities.
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.
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
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 products. Be ready to discuss how your experience aligns with the role and how you can provide that first-class service they’re known for. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that value their staff, like the one in the job description. Tailor your approach to highlight how you can contribute to their award-winning team and make sure to apply through our website for the best chance!
✨Tip Number 4
Follow up after your application! A quick email thanking them for considering your CV can set you apart from other candidates. It shows enthusiasm and keeps you on their radar as they sift through applications.
We think you need these skills to ace SIPP Accounts Executive Pensions
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!
Showcase Your Communication Skills: Since you'll be the in-house contact for clients, it's crucial to demonstrate your ability to communicate effectively. Use clear and concise language in your application, and don’t forget to mention any experience you have liaising with professionals like actuaries and accountants.
Highlight Relevant Experience: If you've got previous experience in the pensions industry or managing a portfolio of SIPP clients, make it stand out! Even if you're a trainee, let us know about any relevant industry experience that could make you a great fit for our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, we aim to respond within 10 days, so keep an eye on your inbox!
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 products and their role in financial planning. Be prepared to discuss how you've managed portfolios in the past and any relevant legislation that impacts SIPPs. This will show your potential employer that you're not just familiar with the basics, but that you can handle the complexities of the role.
✨Communicate Like a Pro
Since this role involves liaising with clients, actuaries, and other professionals, practice your communication skills. Think about how you would explain complex concepts in simple terms. During the interview, demonstrate your ability to communicate effectively through clear and concise answers.
✨Showcase Your Attention to Detail
In the world of pensions, accuracy is key. Prepare examples from your previous experience where your attention to detail made a difference. Whether it was maintaining records or ensuring compliance with regulations, highlight how your meticulous nature can benefit the team.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with questions that show your interest in the company and the role. Ask about their approach to client service or how they support staff development. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
