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