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SIPP Account Executive

Brevere Group
Posted 8 hours ago, valid for 25 days
Location

Leicester, Leicestershire LE5 3TB

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Pension Administrator specializing in SIPP and SSAS, requiring previous experience in pension administration or wealth management.
  • Candidates should have a background in cradle to grave administration of SIPP and/or SSAS pension schemes, along with strong IT skills and communication abilities.
  • The role involves managing a portfolio of clients, calculating retirement benefits, processing contributions, and preparing asset valuations.
  • The firm offers a supportive environment for career development, along with a generous basic salary package.
  • Hybrid working is available, allowing employees to work two days a week from home.

Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.

Duties for this role will include:

  • Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
  • Calculate and pay retirement benefits.
  • Process contributions and transfers into the scheme.
  • Arrange buying/surrender of investment portfolios.
  • Prepare scheme asset valuations and member fund share calculations.

You will have:

  • Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
  • Good communication and organisation skills
  • Strong workload prioritisation

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, 2 days per week from home.

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Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.