Current jobs related to SIPP Accounts Specialist - Leicester, Leicester - Four Squared Recruitment Ltd
-
SIPP Accounts Specialist
4 weeks ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced SIPP Accounts Executive to join our Pensions Team. As a key member of the team, you will be responsible for providing a quality administration service to our clients, maintaining accurate records, and providing technical and administrative support to our Financial Planners.Key...
-
SIPP Accounts Executive Pensions Specialist
4 weeks ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced SIPP Accounts Executive to join our Pensions Team. As a key member of the team, you will be responsible for providing a quality administration service to our clients, maintaining accurate records, and providing technical and administrative support to our Financial Planners.Key...
-
SIPP Accounts Executive Pensions Specialist
3 weeks ago
Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced SIPP Accounts Executive to join our Pensions Team. As a key member of the team, you will be responsible for providing a quality administration service to our clients, maintaining accurate records, and providing technical and administrative support to our Financial Planners.Key...
-
Account Manager
2 months ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout CleverHRCleverHR is a leading provider of innovative HR solutions, dedicated to helping businesses thrive in the Wealth Management industry.As a key player in the SIPP Pensions Team, you will be responsible for managing and administering a portfolio of clients, providing technical support to the Financial Planner, and contributing to the company's...
-
Pension Administrator
2 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administration RoleCleverHR is seeking a skilled Pension Administrator to manage a portfolio of SSAS and SIPP schemes. The ideal candidate will have experience in pension administration and possess strong organizational skills, analytical abilities, and excellent communication skills.Key Responsibilities:Day-to-day administration of SSAS schemes...
-
Pension Administrator
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator (SIPP / SSAS) Job DescriptionCleverHR is seeking a skilled Pension Administrator to manage a diverse portfolio of SIPP / SSAS schemes. As a key member of our team, you will be responsible for ensuring the smooth administration of these schemes, providing exceptional customer service, and maintaining compliance with relevant...
-
Pension Administrator
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator Job DescriptionCleverHR is seeking a skilled Pension Administrator to manage a portfolio of SIPP / SSAS schemes. As a key member of our team, you will be responsible for ensuring the smooth administration of these schemes, providing exceptional customer service, and maintaining accurate records.Key Responsibilities:Administer a...
-
Pension Administrator
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator (SIPP / SSAS) Job DescriptionCleverHR is seeking a highly skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration, and other Senior Managers.Key...
-
Pensions Administrator
2 months ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout the RoleCleverHR is seeking a highly skilled Pensions Administrator to join our team. As a Pensions Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.Key Responsibilities:Administer SSAS schemes, including telephone call recording, database updates, transaction entry, and scheme registration.Process...
-
Pension Administrator
1 month ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator (SIPP / SSAS)CleverHR is seeking a skilled Pension Administrator to manage a diverse portfolio of SIPP / SSAS schemes. As a key member of our team, you will be responsible for ensuring the smooth administration of these schemes, providing exceptional customer service, and maintaining compliance with relevant regulations.About the...
-
Pension Administrator
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator Job DescriptionCleverHR is seeking a skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.Key Responsibilities:Responsible for the administration of a portfolio of SSAS schemes, including Pension Regulator Registrations,...
-
Pension Administrator
4 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator Job DescriptionCleverHR is seeking a skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.Key Responsibilities:Responsible for the administration of a portfolio of SSAS schemes, including Pension Regulator Registrations,...
-
Pension Administrator
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator Job DescriptionCleverHR is seeking a skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.Key Responsibilities:Responsible for the administration of a portfolio of SSAS schemes, including Pension Regulator Registrations,...
-
Pension Administrator
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timePension Administrator Job DescriptionCleverHR is seeking a skilled Pension Administrator to join our team. As a Pension Administrator, you will be responsible for the day-to-day administration of a portfolio of SSAS schemes.Key Responsibilities:Responsible for the administration of a portfolio of SSAS schemes, including Pension Regulator Registrations,...
-
Business Development Manager
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout the RoleThis is an exciting opportunity to join our growing business as a key member of the SIPP Pensions Team. As a Business Development Manager, you will be responsible for managing and administering a portfolio of clients, providing technical support to the Financial Planner, and contributing to the company's success in the Wealth Management...
-
Business Development Manager
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout the RoleThis is an exciting opportunity to join our growing business as a key member of the SIPP Pensions Team. As a Business Development Manager, you will be responsible for managing and administering a portfolio of clients, providing technical support to the Financial Planner, and contributing to the company's success in the Wealth Management...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Provide...
-
Financial Planning Specialist
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeTrainee Financial Planner OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will be responsible for providing high-quality financial planning advice to our clients, promoting the business, and conducting client meetings.Key Responsibilities:Provide...
-
Business Development Manager
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout the RoleThis is an exciting opportunity to join our team at CleverHR as a key member of our SIPP Pensions Team. As an Account Manager, you will play a vital role in managing and administering a portfolio of clients, providing technical support to our Financial Planner, and contributing to the growth and success of our business.Key...
-
Business Development Manager
3 weeks ago
Leicester, Leicester, United Kingdom CleverHR Full timeAbout the RoleThis is an exciting opportunity to join our team at CleverHR as a key member of our SIPP Pensions Team. As an Account Manager, you will play a vital role in managing and administering a portfolio of clients, providing technical support to our Financial Planner, and contributing to the growth and success of our business.Key...
SIPP Accounts Specialist
2 months ago
We are seeking a highly skilled SIPP Accounts Executive to join our team at Four Squared Recruitment Ltd. As a SIPP Accounts Executive, you will be responsible for providing exceptional administration services to our clients, ensuring the smooth management of their SIPP portfolios.
Key Responsibilities- Act as the primary point of contact for clients, providing timely and accurate responses to their queries and concerns.
- Maintain accurate and up-to-date records, ensuring compliance with regulatory requirements and firm policies.
- Set up new SIPPs, ensuring all necessary documentation is completed and submitted in a timely manner.
- Manage day-to-day portfolio activities, including property transactions, benefit payments, and calculations.
- Collaborate with internal teams to ensure seamless execution of SIPP-related tasks.
- Proven experience in a similar role, with a strong understanding of SIPP products and associated regulations.
- Excellent technical knowledge of SIPPs, including contributions, borrowing, and other relevant aspects.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Ability to work independently, with minimal supervision, and as part of a team.
- A competitive salary of £25,000 - £32,000 per annum, dependent on experience.
- A hybrid working scheme, allowing for a balance between remote and office work.
- Ongoing training and development opportunities to enhance your skills and knowledge.
