SIPP Accounts Executive - Four Squared : Job Details

SIPP Accounts Executive - Leicester

Why this role?

We are currently recruiting for a SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners.

What will you be doing?

As the SIPP Accounts Executive your responsibilities will mostly consist of:

• Being the in-house contact for clients, providing quality administration service in respect of a portfolio of SIPPs
• Maintaining records to meet requirements of firm and regulator
• Setting up new SIPPs
• Day to day portfolio management
• Property transactions
• Payment of benefits
• Calculations (contributions, borrowing etc)

Your background:

You will ideally have experience within a similar role, experience of SIPPs and associated products along with strong technical knowledge of SIPPs.

The salary for this position is £25,000 - £32,000p/a (dependant on experience), 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