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- Tasks: Manage SIPP and SSAS pension schemes while providing top-notch client service.
- Company: Join a reputable Pensions Specialist known for its exceptional service.
- Benefits: Enjoy a supportive work environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Experience with SIPP/SSAS administration and strong customer service skills are essential.
- Other info: Diversity is valued here; all qualified candidates are encouraged to apply.
The predicted salary is between 36000 - 60000 £ per year.
Leicestershire, East Midlands | Competitive | Posted yesterday
Looking for a SIPP/SSAS professional to join a well-regarded Pensions Specialist and work across a growing portfolio of clients, delivering exceptional services.
About the role
- Provide full administration services on SIPP and/or SSAS pension schemes
- Ensure client records and data is handled and dealt with correctly
- Processing standard and non standard investment transactions
- Oversee daily bank reconciliations
- Act as first point of contact for clients and their Financial Advisors
About you
- Background in overseeing administration on SIPP and/or SSAS pension schemes
- Strong customer service and interpersonal skills
- Team player who is self-motivated
Please quote reference 95640
Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications.
Any salary advertised is for search purposes only.
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SIPP & SSAS Executive employer: www.sammons.co.uk
Contact Detail:
www.sammons.co.uk Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP & SSAS Executive
✨Tip Number 1
Familiarise yourself with the latest regulations and trends in SIPP and SSAS pension schemes. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who work with SIPP and SSAS. Attend relevant events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional customer service in previous roles. Highlighting your interpersonal skills will be crucial, as you'll be the first point of contact for clients and Financial Advisors.
✨Tip Number 4
Research our company values and mission. Understanding what we stand for will allow you to tailor your conversation during the interview, showing that you're not just a fit for the role, but also for our team.
We think you need these skills to ace SIPP & SSAS Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a SIPP & SSAS Executive. Familiarise yourself with the specific tasks mentioned in the job description, such as managing client records and processing investment transactions.
Tailor Your CV: Highlight your relevant experience in managing SIPP and/or SSAS pension schemes. Use specific examples to demonstrate your customer service skills and ability to work as part of a team. Make sure your CV is clear and concise.
Craft a Strong Cover Letter: Write a cover letter that addresses why you are a great fit for this role. Mention your experience with SIPP/SSAS administration and your interpersonal skills. Be sure to express your enthusiasm for the position and the company.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at www.sammons.co.uk
✨Know Your SIPP & SSAS Basics
Make sure you brush up on your knowledge of SIPP and SSAS pension schemes. Understand the key differences, benefits, and regulations surrounding them, as this will show your expertise and confidence during the interview.
✨Demonstrate Customer Service Skills
Since the role involves client interaction, prepare examples of how you've provided exceptional customer service in the past. Highlight your interpersonal skills and how you handle difficult situations with clients or financial advisors.
✨Be Ready for Technical Questions
Expect questions related to the administration processes of SIPP and SSAS schemes. Familiarise yourself with common investment transactions and bank reconciliation procedures, as these are likely to come up during the interview.
✨Show Your Team Spirit
As a team player, be prepared to discuss how you collaborate with others. Share specific examples of successful teamwork in previous roles, emphasising your self-motivation and ability to contribute positively to a team environment.
