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SIPP Accounts Executive

Job LocationLeicester
EducationNot Mentioned
Salary£25,000 - £32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

SIPP Accounts Executive - LeicesterWhy this roleWe are currently recruiting for a SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners.What will you be doing As the SIPP Accounts Executive your responsibilities will mostly consist of:

  • Being the in-house contact for clients, providing quality administration service in respect of a portfolio of SIPPs
  • Maintaining records to meet requirements of firm and regulator
  • Setting up new SIPPs
  • Day to day portfolio management
  • Property transactions
  • Payment of benefits
  • Calculations (contributions, borrowing etc)
Your background:You will ideally have experience within a similar role, experience of SIPPs and associated products along with strong technical knowledge of SIPPs.The salary for this position is £25,000 - £32,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.For more information please contact Harriet Ali at Four Squared RecruitmentA company from Ballards Group

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