Client Account Executive (SIPP/SSAS) in Leicester

Working Pattern

Full-time, Hybrid (3 Days in Office)

Hybrid Working

Available at manager discretion following successful completion of the initial probation period

About Westerby

Westerby The Pension Specialist provides specialist trusteeship and administration services for SSAS and SIPP pensions, and is one of the few independent trustees offering its own SIPP plans.

Established in 1996, Westerby has built more than 25 years of experience delivering high-quality, client-focused pension services.

Our Full SIPP product holds a 5-star Defaqto rating, reflecting a market-leading range of investment, retirement and death benefit options.

Westerby is proud to be an Employee-Owned Trust, meaning our people play an important role in the success and future of the business.

About the Role

We are looking for a Client Account Executive to join our team in Leicester.

This is a varied, client-focused role responsible for the end-to-end administration of a portfolio of SIPP and SSAS client accounts.

You will play a key role in delivering accurate, timely and high-quality service to clients, advisers and other professional partners.

You will manage accounts from cradle to grave, ensuring pension instructions are processed efficiently, records are accurately maintained and clients receive clear and professional responses throughout their journey with Westerby.

Key Responsibilities

Your day-to-day responsibilities will include

• Managing a portfolio of SIPP and SSAS client accounts from initial setup through to completion.
• Responding to client, adviser and provider queries professionally and within agreed timescales.
• Processing pension instructions and ensuring all administration is completed accurately and efficiently.
• Liaising with financial advisers, investment providers and other professional contacts.
• Supporting the establishment and ongoing administration of pension schemes.
• Monitoring investments and contributions to ensure they meet relevant requirements.
• Preparing and maintaining accurate client documentation and records.
• Handling confidential client and financial information with the highest level of care.
• Supporting process improvements and projects designed to enhance efficiency and the client experience.
• Managing competing priorities while maintaining a high standard of accuracy and service.

About You

We are looking for someone who is organised, commercially aware and passionate about delivering excellent client service.

You will ideally have

• Strong written and verbal communication skills.
• Experience in SIPP, SSAS, pensions or financial services administration.
• Strong account management and client relationship skills.
• Excellent attention to detail and numerical accuracy.
• The ability to manage confidential and sensitive information professionally.
• Strong organisational and time-management skills, with the ability to meet deadlines and manage competing priorities.
• Project management skills, including supporting process improvements and coordinating tasks effectively.
• Good working knowledge of standard Microsoft Office applications.
• A willingness to learn, develop and contribute to a collaborative team environment.
• Relevant professional qualifications in financial services or pensions, or a willingness to work towards them, would be advantageous but are not essential.

Why Join Westerby?

At Westerby, you'll have the opportunity to build your career within a specialist pension business where client service, technical expertise and employee ownership are at the heart of what we do.

If you're looking for a role where you can develop your pensions expertise, take ownership of client relationships and make a real contribution to improving the way we work, we'd love to hear from you.