SIPP and Investments Professional

3 weeks ago


Enderby, Leicestershire, United Kingdom DB Charles Recruitment Full time
Pensions and Investments Administrator Role

An established business with a great reputation is seeking a permanent SIPP / Pensions Administrator or an Investments Administrator to join their team.

The company provides financial planning and advice services, including pensions, investments, and retirement funds.

The successful candidate will be responsible for:

Pensions:

  • Providing support and administration to clients and their portfolios
  • Working closely with financial planners
  • Diary management and setting up new SIPP's
  • Document processing and record management
  • Banking, reconciliations, and query handling

Investments:

  • Providing support and administration to clients and their portfolios
  • Working closely with the Investment team
  • Diary management and documentation processing
  • Record management, opening new accounts, and liaising with providers
  • Invoicing and query handling

The ideal candidate will have a strong background in SIPP / SSAS / investment client servicing and administration. A CII Award or similar qualifications would be advantageous, but not essential.

The company offers a range of benefits, including life assurance, excellent perks for well-being, and free parking. They also provide support for further qualifications and studies.

The role is based near Enderby, Leicester, and involves working Monday to Friday, with flexible hybrid working arrangements available post-training and probation.



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