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SIPP Administrator
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About the Role
I’m working with an established Chartered Financial planning firm looking for an experienced SIPP Account Executive to join its team.
You’ll manage a portfolio of SIPP clients, working closely with financial planners and paraplanners. The role covers new SIPPs, contributions and transfers, drawdown, client reviews and commercial property transactions. You’ll have direct contact with clients and other professionals, so it’s a good opportunity for someone who enjoys both the technical and relationship sides of SIPP work.
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Requirements
You’ll need at least three years’ experience in SIPP client servicing and administration, along with the confidence to manage detailed cases accurately and communicate clearly with clients.
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Package
The package includes:
- £28,500–£35,000 salary, depending on experience
- Discretionary bonus
- 5% employer pension contribution
- 24 days’ holiday plus bank holidays
- Health cash plan and life assurance
- Free parking
- Hybrid working after the initial training and induction period
The office is in Enderby, Leicester.
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