Pension Administrator - SIPP Accounts Exec

Job Description

SIPP Accounts Executive

Leicester (Our ) hybrid working available after qualifying period

Salary up to £35,000 pa dep on experience

We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experience..

My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years.

They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their Best Advisor to Work for award, 3 years running.

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.

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 p...