Sipp Accounts Executive
4 months ago
Job Title: SIPP Accounts Executive (Flexible Hybrid Working)
Contract: Full Time, Permanent
Location: North Leicester, Leicestershire
**Salary**: up to £32,000pa
Hours : Office based but option to work 2 days from home after 6 months
The commercial division at SF Recruitment are currently working with a large organisation based in Leicester, to recruit for a SIPP Accounts Executive to join their team on a full time, permanent basis.
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.
Ideally my client is looking for someone who is a Pensions Administrator or in a similar role.
As a SIPP Accounts Executive, you must have the knowledge and skills below
- 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
The successful individual will have the below skills/qualifications
- To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)
- A minimum of 2 years' experience in a SSAS or SIPP client servicing and administration role
As well as this you will have some brilliant benefits working with my client which include the below
- Salary - £24,000 to £32,000 per annum (Dependant on qualifications, knowledge, and experience)
- Life assurance - 2 x salary.
- Pension - 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
- Holiday - 24 days', increasing incrementally in recognition of continuous service
- Health cash plan scheme - Includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme.
- Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business.
- Hybrid working scheme - Available following completion of initial training and induction
- Employee Wellbeing - Private Medical Insurance, Health Cash Plan, wellbeing guides, discounts portal, Employee Assistance Programme.
- Communication and Recognition - Regular staff updates and company events.
- Free parking
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