SIPP Accounts Exec

Job Description

SIPP Accounts Executive£25,000 - £32,000LeicesterThis is an excellent opportunity to join a growing business and be a crucial member of the Pensions Team.Previous experience managing a portfolio of SIPP or SSAS clients is essential for this role.Our businessFirst established in the early 1980s, the company have achieved significant growth and now look after more than £1bn of client assets.They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business.A key part of the businesss succession planning has been developing ambitious employees who wish to develop themselves and further their career in the Financial Services industry.This year they were delighted to receive for the second time a "Best Financial Advisor to Work for" award by Professional Advisor, following their review of the company policies and anonymous staff feedback.The business is directly authorised and holds the prestigious Chartered status.The roleTo be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and theregulator. Also providing a technical and administrative support to the Financial Planner.Knowledge, skills, and abilities

• Knowledge of the services that the firm provides to clients
• 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 role
• Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professionals via various methods - phone, letter, e-mail and memo
• Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area
• Knowledge of Data Protection legislation relevant to role
• Knowledge of IT systems and programmes relevant to 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 £32,000 per annum (Dependant on qualifications, knowledge, and experience)
• Life assurance - 2 x salary
• Pension - 5% employer contribution, increasing incrementally in recognition of service
• Salary sacrifice scheme available
• Holiday - 24 days, increasing incrementally in recognition of continuous service
• Health cash plan scheme - Includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme
• Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business
• Hybrid working scheme - Available following completion of initial training and induction
• Professional qualifications - Financial support available for study materials and examinations subject to prior approval
• Employee Wellbeing - Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance Programme
• Communication and Recognition - Regular staff updates and company events
• Free parking

Keyskills :
Financial PlanningFinancial ServicesPensionsPersonal PensionsSIPP