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:
1. Set up new SIPPs in a timely fashion, using a diary system, and submit information pack.
2. Effect transfers into SIPPs and provide the Suitability team with information pack.
3. Maintain accurate records, processing changes.
4. Maintain a diary.
5. Daily reconciliation of bank accounts.
6. Invoice clients in accordance with Client Agreements.
Your background:
1. GCSE Maths and English Grade B or above (or equivalent).
2. Educated to A-Level standard (or equivalent).
3. Computer and Microsoft Office literate: Word, Excel, and Outlook.
4. 2 years experience in an administration role within Financial or Professional Services.
The salary for this position is £25,000 p/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. #J-18808-Ljbffr