SIPP Accounts Executive

Posted 1 July by Four Squared
Easy Apply
£25,000 - £32,000 per annum
Leicester , Leicestershire
Permanent, full-time
Be one of the first ten applicants

Register and upload your CV to apply with just one click

View all jobs
Posted by Four Squared

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 at Four Squared Recruitment

Reference: 52998692

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches