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SIPP Accounts Executive

Job Lead

Harriet Ali - Four Squared Recruitment

Harriet Ali

Job Details

Date

01/07/2024

Salary

£25,000

Location

Leicester

Contract

Permanent

Industry

Finance

Reference

HA-920

Job Description

SIPP Accounts Executive

£25k

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 at Four Squared Recruitment

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