SIPP Accounts Specialist

4 days ago


Leicester, Leicester, United Kingdom Four Squared Recruitment Ltd Full time
About the Role

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 administration services for their SIPP portfolios.
  • Maintain accurate and up-to-date records to meet the requirements of our firm and regulatory bodies.
  • Set up new SIPPs and manage existing portfolios, ensuring compliance with relevant regulations.
  • Process property transactions, payment of benefits, and calculations (contributions, borrowing, etc.) in a timely and efficient manner.
Requirements
  • Proven experience in a similar role, with a strong understanding of SIPPs and associated products.
  • Excellent technical knowledge of SIPPs, including regulations and compliance requirements.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
What We Offer
  • A competitive salary of £25,000 - £32,000 per annum, dependent on experience.
  • A full-time permanent position with opportunities for career growth and development.
  • A hybrid working scheme, allowing for a balance between remote and office work.


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