Head of Sipp Finance

2 weeks ago


Birmingham, United Kingdom Barnett Waddingham LLP Full time

We have an exciting opportunity for a qualified accountant to be our **Head of SIPP Finance**. The SIPP Practice Area provides administration and trusteeship services to over 70,000 self-invested personal pension arrangements for members, both advised and non-advised and have ambitious plan to grow our customer base.

This role can be based in our Cheltenham, London or Glasgow offices working on a hybrid basis.

**Responsibilities**:

- Day to day budget management responsibility
- Regular liaison with Finance team on expenses and accruals
- Supporting commercial management with the negotiation of contracts with key suppliers and institutional partners and strategic planning
- Business case preparation and benefit realisation for new investment and proposition development, expense initiatives & business development opportunities
- Analysis of business processes in the context of the business plan
- Preparation of the annual SIPP business area budget
- Liaising with main finance function in development of financial reports to assist management decision making
- In depth analysis of customer transactions with specific reference to life events within pension portfolios

**We would love to hear from you if you have**:

- Qualified accountant (CA, ACCA or CIMA) is essential
- Business partnering experience is highly desirable
- Financial services experience is desirable
- Strong influencing and communications skills
- Ability to explain complex financial matters in a clear and understandable way

**What's in it for you**:

- Competitive discretionary annual bonus
- Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
- A generous pension scheme where we contribute 8% of your salary from day one of your employment
- Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
- A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies

**Accessibility**

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here

**Not quite the right opportunity for you this time?**

For more about us and other Careers at BW, please click here

Follow Barnett Waddingham on LinkedIn

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Cycle to work scheme
- Employee discount
- Gym membership
- Paid volunteer time
- Private medical insurance
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Birmingham B31 2TS


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