SIPP Administrator

3 days ago


Leicester, Leicester, United Kingdom DB Charles Recruitment Full time

About the Role

An established business with a great reputation achieved over the decades is seeking a new permanent SIPP / Pensions Administrator to join their team.

The business has firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds, and many other areas.

The role as permanent SIPP / Pensions Administrator will report directly to the team leader and be among 11 others in the team. They will play a pivotal role in providing all-round administration, support, and account management to clients, with day-to-day duties involving:

  • Providing broad support and administration to clients and various portfolios
  • Working closely and supporting the Financial Planners
  • Diary management
  • Setting up new SIPP's
  • Documentation & policy processing
  • Record management and upkeep
  • Banking
  • Reconciliations
  • Query handling
  • Processing various payments
  • Liaising with other internal teams
  • Plus many more

The ideal candidate will possess:

  • Excellent communication skills
  • Team player
  • Highly organised
  • Excellent MS Office skills, in particular with MS Excel
  • Skills working with systems such as Omni, Virtual Cabinet & Intelliflo would be a great added benefit
  • Able to commit to an office-based role

The role will be working Monday to Friday 9:00 am to 5:00 pm, with Fridays being 8:30 am to 4:30 pm. Additional aspects to consider are:

  • Hybrid working post training / probation period
  • Xmas shutdown period
  • Life Assurance
  • Excellent perks towards well-being
  • Free parking
  • Support towards further qualifications & studies


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