An established business with a great reputation achieved over the decades are on the lookout to hire a new permanent SIPP Accounts Executive.
The business have firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds and many other areas. The business pride themselves on establishing long relationships with all people and clients they partner with and do not compromise in any area on the service offered.
The role as permanent SIPP Accounts Executive will report directly into the team leader and be amongst 11 others in the team. The main focus of the role will be as the go to person for in house client contact and support. 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 portfolio’s
* 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
* Email mailbox management
* Processing various payments
* Liaising with other internal teams
* Plus many more
For this position the client is looking to see CV’s with the following skills & attributes:
* A previous SIPP / SSAS based position background
* Strong background in SIPP / SSAS / investment client servicing & administration
* Financial Services experience
* A holder of a CII Award or similar qualifications would be advantageous however not essential
* Excellent communications 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
* Excellent written skills
* Able to commit to an office based role near to Enderby, Leicester, that will offer flexible hybrid working post completion of the training & probation period
The role will be working Monday to Friday 9:00am to 5:00pm, with Friday’s being 8:30am to 4:30pm. For this role, dependent on someone’s experience the role is ideally looking to pay a salary between £25,000 to £32,000 per annum. Additional aspects to consider as well are:
* Hybrid working post training / probation period
* Xmas shutdown period
* Life Assurance
* Strong pension scheme
* x24 days holiday allowance
* Excellent perks towards well-being
* Free parking
* Support towards further qualifications & studies
We hope this information has grabbed your attention and if interested, please get applying ASAP.