Sipp Account Executive
4 months ago
**OUR BUSINESS**:
Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition.
Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. This year we were delighted to receive for the second time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.
We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.
Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.
**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 the regulator. Also providing a technical and administrative support to the Financial Planner.
**KNOWLDGE, 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
- 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
**PAY AND BENEFITS**:
- Salary £25,000 to £32,000 per annum. (Dependant on qualifications, knowledge, and experience)
- Bonus Scheme
- 2 x salary life assurance
- Pension; 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
- 24 days’ holiday, increasing incrementally in recognition of continuous service
- Free parking
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£32,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
**Experience**:
- SIPP/SSAS: 3 years (required)
Work Location: Hybrid remote in leicester
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