Sipp Accounts Executive

3 months ago


Leicestershire, United Kingdom North Oak Recruitment Ltd Full time

Reference: AL1238- Category: Administration, Pensions**SIPP Accounts Executive**

**Leicester (Our Ref AL1238) - hybrid working available after qualifying period**

**Salary £25,000 - £32,000 pa dep on experience**

We have an excellent opportunity to join a growing business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role.

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, 2 years running.

**The role**

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, skills and abilities**
- 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

**Remuneration and benefits**
- **Salary** - £25,000 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 Pash plan, wellbeing guides, discounts portal, Employee Assistance Programme.
- **Communication and Recognition** - Regular staff updates and company events.
- **Free parking



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