£25000 - £32000 per annum + Additional Company Benefits;
An established business with a great reputation achieved over the decades is on the lookout to hire a new permanent SIPP / Pensions Administrator.
The business has firm roots within Financial Planning & Advice, offering services spanning advice in pensions, investments, retirement funds, and many other areas. The business prides itself on establishing long relationships with all people and clients they partner with and does not compromise in any area on the service offered.
The role as permanent SIPP / Pensions Administrator will report directly to the team leader and be among 11 others in the team. The main focus of the role will be as the go-to person for in-house client contact and support. They will play a pivotal role in providing all-round administration, support, and account management to clients, with day-to-day duties involving:
* Providing broad support and administration to clients and various portfolios
* Working closely and supporting the Financial Planners
* Diary management
* Setting up new SIPP’s
* Documentation & policy processing
* Record management and upkeep
* Banking
* Reconciliations
* Query handling
* Processing various payments
* Liaising with other internal teams
* Plus many more
For this position, the client is looking to see CVs with the following skills & attributes:
* A previous SIPP / SSAS based position background
* Strong background in SIPP / SSAS / investment client servicing & administration
* A holder of a CII Award or similar qualifications would be advantageous; however, not essential
* Excellent communication skills
* Team player
* Highly organised
* Excellent MS Office skills, in particular with MS Excel
* Skills working with systems such as Omni, Virtual Cabinet & Intelliflo would be a great added benefit
* Able to commit to an office-based role near to Enderby, Leicester, that will offer flexible hybrid working post completion of the training & probation period
The role will be working Monday to Friday 9:00 am to 5:00 pm, with Fridays being 8:30 am to 4:30 pm. For this role, dependent on someone’s experience, the role is ideally looking to pay a salary between £25,000 to £32,000 per annum. Additional aspects to consider as well are:
* Hybrid working post training / probation period
* Xmas shutdown period
* Life Assurance
* Excellent perks towards well-being
* Free parking
* Support towards further qualifications & studies
We hope this information has grabbed your attention, and if interested, please get applying ASAP.
Job Information
Job Reference: DB561_1723758416
Salary From: £25000
Salary To: £32000
Job Industries: Financial Services
Job Types: Full-time, Hybrid, Permanent
Job Skills: Account Management, Administration, CII Award, Enderby, Financial Services, FS, Hybrid, Permanent, Processing, Self Invested Personal Pensions, SIPP
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