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Trainee SIPP Accounts Executive

Trainee SIPP Accounts Executive

Four Squared

Posted 7 hours ago, valid for 16 days

Leicester, Leicestershire LE5 3TB

Full Time

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Sonic Summary

The Trainee SIPP Accounts Executive position is available in Leicester at a well-established Chartered firm of Financial Planners.
The role involves setting up new SIPPs, processing transfers, maintaining records, and daily bank reconciliations.
Candidates should have GCSE Maths and English at Grade B or above, A-Level education, and must be computer literate.
A minimum of 2 years' experience in an administrative role within Financial or Professional Services is required.
The salary for this full-time permanent position is £25,000 per annum, with a hybrid working scheme available after initial training.

Trainee SIPP Accounts Executive - Leicester Why this role?We are currently recruiting for a Trainee SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners. What will you be doing? As the Trainee SIPP Accounts Executive your responsibilities will mostly consist of:

Set up new SIPPs in a timely fashion, using a diary system, and submit information pack
Effect transfers into SIPPs and provide the Suitability team with information pack
Maintain accurate records, processing changes
Maintain a diary
Daily reconciliation of bank accounts
Invoice clients in accordance with Client Agreements

Your background:

GCSE Maths and English – Grade B or above (or equivalent)
Educated to A-Level standard (or equivalent)
Computer and Microsoft Office literate – Word, Excel and Outlook
2 years’ experience in an administration role within Financial or Professional Services

The salary for this position is £25,000p/a, 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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