Location
Leicester
Date Posted
31/05/2023
Employment Type
Permanent
Salary
£25,000 – £32,000
Job Ref
HA-SAE
SIPP Accounts Executive – Leicester
Why this role?
We are currently recruiting for a SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners.
What will you be doing?
As the SIPP Accounts Executive your responsibilities will mostly consist of:
- Being the in-house contact for clients, providing quality administration service in respect of a portfolio of SIPPs
- Maintaining records to meet requirements of firm and regulator
- Setting up new SIPPs
- Day to day portfolio management
- Property transactions
- Payment of benefits
- Calculations (contributions, borrowing etc)
Your background:
You will ideally have experience within a similar role, experience of SIPPs and associated products along with strong technical knowledge of SIPPs.
The salary for this position is £25,000 – £32,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.
For more information please contact Harriet Ali on 01905 783352 or email [email protected]
A company from Ballards Group
