Job Title: Client Executive (SSAS & SIPP Pensions)
Location: Leicester, hybrid working
Are You Ready for an Exciting Career Opportunity?
I am on the lookout for dynamic Client Account Executives to become a key part of my clients expanding team!
Located in the vibrant City of Leicester, they pride ourselves on being leaders in trusteeship and administration services for SSAS and SIPP pensions. With over 20 years of expertise, they deliver outstanding pension products, including our top-rated Full SIPP that boasts a 5-star Defaqto rating.
What You’ll Do:
Step into an exhilarating full-time hybrid role (after an initial probationary period) where you'll take charge of managing the end-to-end administration process for a diverse portfolio of clients. You'll be the backbone of your team, ensuring that client needs are met with excellence and professionalism.
What They're Looking For:
* Passionate problem solvers: You thrive when working both independently and collaboratively within a team.
* Top-notch communicators: Your excellent communication and organizational skills will be vital as you engage with clients and professional connections with confidence.
* Prioritization pros: Your ability to manage your workload while staying cool under pressure is what sets you apart!
Qualifications and Skills Needed:
* Experience in SIPP and/or SSAS pension administration is a must.
* Exceptional organizational and time management skills to keep everything on track.
* Familiarity with the OMNI system is a bonus, but not essential.
* Strong communication and account management skills that truly make you stand out.
* A true team player who brings energy and motivation to every project.
* A dedication to providing outstanding customer service and building lasting relationships.
* A drive to go the extra mile for our clients, ensuring they receive the best experience possible.
Why Join Us?
This is an amazing chance to kickstart or elevate your career in the pensions field, work with passionate professionals, and contribute to the financial security of our clients. If you’re ready to embrace an exciting challenge and grow in a fast-paced environment, I want to hear from you!
If you’re interest in this role, please get in touch with your latest CV & I will get in contact ASAP!
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service and Consulting
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