SIPP Account Executive

3 weeks ago


Milton Keynes, United Kingdom Brevere Group Full time

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.Duties for this role will include:Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clientsCalculate and pay retirement benefits.Process contributions and transfers into the scheme.Arrange buying/surrender of investment portfolios.Prepare scheme asset valuations and member fund share calculations.You will have:Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.Good communication and organisation skillsStrong workload prioritisationThis is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and de...



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