Client Account Executive

Client Account Executive Job Advert

Job Title: Client Account Executive

Location: Leicester

Type: Permanent

We are hiring for a Client Account Executive who has strong experience in full cradle-to-grave SSAS and SIPP administration in the Leicester area. This is a professional, collaborative financial services environment, and you will be responsible for managing the end-to-end administration of a portfolio of pension schemes while delivering a high standard of client service.

Duties of a Client Account Executive

In this role, you will be working within the Client Administration Team to provide full daily administration of SSAS and SIPP schemes. Reporting to the Client Team Manager, Senior Executives, and Pension Managers, you will be responsible for:

• Managing cradle-to-grave administration of SSAS/SIPP schemes
• Daily workflow management and prioritisation of tasks
• Maintaining accurate records, diaries, bank reconciliations, ledgers, and documentation
• Liaising with clients, advisers, solicitors, HMRC, fund managers, and third parties
• Handling contributions, transfers, valuations, drawdown, investments, and property transactions
• Ensuring compliance with HMRC, FCA, AML, Consumer Duty and internal procedures

Skills and Experience of a Client Account Executive

• SSAS and/or SIPP pensions administration (end-to-end)
• Client communication and professional liaison with third parties

It would be beneficial if you also had:

• Experience using OMNI or similar pension administration systems
• Knowledge of HMRC reporting, annual returns, and regulatory requirements
• Understanding of property purchases, loanbacks, or non-standard pension assets

What the client offers a Client Account Executive

• A supportive and knowledgeable pensions team environment
• Professional development and structured training opportunities
• Competitive salary, benefits, and progression potential

About the Client

Our client is a well-established pension administration provider specialising in SSAS and SIPP schemes, and they are looking for a Client Account Executive to join their team. You ll be joining an experienced and collaborative pensions department, and the office environment is hybrid.

Next Steps

Apply to this Client Account Executive role through this advert. If you would like more information, please contact our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven t already done so). If you have not been contacted regarding your application within 7 days, please assume you have not been successful. We will, however, retain your application for future suitable opportunities.