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| Job Location | Leicester |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
OUR ClientOur long-established client’s wealth Management and pensions business has grown organically over the years by putting clients at the core of their proposition. By providing excellent service and outcomes, they have achieved significant growth and now requirea SIPP Accounts ExecThey strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. They also encourage staff progression and were delighted to receive for the secondtime a "Best Financial Advisor firm to Work for"ROLE OVERVIEW:To 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.MAIN TASKS:Establishment of SIPP including the set up new SIPPS in a timely fashion, using a diary system, and submit information pack and assist the Suitability Team to aid preparation of associated Suitability ReportsDay to Day Portfolio Management including the maintenance of accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel)Property Transactions including overseeing and provide guidance in respect of property/land purchase/sales and property development, including arranging Leases and Renewal Leases.Payment of Benefits including the process of retirement claims - obtain comparative figures, process retirees’ pensions on the open market to provide the best benefits and submit information pack and assist the Suitability Team to aid preparation of associatedSuitability Reports(Full job description on enquiry)THE CANDIDATEEssentials
Keyskills :
SIPP