Sipp Accounts Executive - Leicestershire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd
North Oak Recruitment Ltd
Verified Company
Leicestershire, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Reference:
AL1238- Category: Administration, Pensions
SIPP Accounts Executive

Leicester (Our Ref AL hybrid working available after qualifying period

Salary £25,000 - £32,000 pa dep on experience
We have an excellent opportunity to join a growing business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role.


My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years.

They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their "Best Advisor to Work for" award, 2 years running.


The role


To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs.

Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner.


Knowledge, skills and abilities

  • Knowledge of the SIPP and associated products.
  • Good technical knowledge of SIPPs and their use in financial planning
  • Knowledge of other financial services legislation relevant to role
  • Knowledge of inhouse money laundering procedures relevant to role and individual responsibilities in this area
  • Knowledge of Data Protection legislation relevant to role
  • Knowledge of IT systems and programmes relevant to role
  • Ability to work within level of authority and to refer work when appropriate
  • Ability to create and maintain accurate computerbased records

Remuneration and benefits
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Salary - £25,000 to £32,000 per annum (dependant on qualifications, knowledge, and experience)
-
Life assurance - 2 x salary.
-
Pension - 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
-
Holiday - 24 days', increasing incrementally in recognition of continuous service
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Health cash plan scheme
  • Includes support towards everyday health care costs, access to a discounts portal and Employee Assistance Programme.
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Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business.
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Hybrid working scheme
  • Available following completion of initial training and induction
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Employee Wellbeing - Private Medical Insurance, Health Pash plan, wellbeing guides, discounts portal, Employee Assistance Programme.
-
Communication and Recognition
  • Regular staff updates and company events.
- **Free parking
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