SIPP Account Executive
other jobs Tailored Resourcing Solution
Added before 6 Days
- England,East Midlands,Leicestershire
- full-time
- £26,000 - £30,000 per annum
Job Description:
Do you have SIPP or SSAS pension administrative experience? Are you looking for a role with a supportive firm offering support for career development?
Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.
Duties for this role will include:
*Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
*Calculate and pay retirement benefits.
*Process contributions and transfers into the scheme.
*Arrange buying/surrender of investment portfolios.
*Prepare scheme asset valuations and member fund share calculations.
You will have:
*Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
*Good communication and organisation skills
*Strong workload prioritisation
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working is offered with this role, 2 days per week from home.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator SIPP & SASS to provide support to the planning process and pension administration team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills and have SIPP / SASS administration experience from a pension administration or wealth management firm.
Duties for this role will include:
*Responsible for carrying out cradle to grave administration for an allocated portfolio of SIPP and SSAS clients
*Calculate and pay retirement benefits.
*Process contributions and transfers into the scheme.
*Arrange buying/surrender of investment portfolios.
*Prepare scheme asset valuations and member fund share calculations.
You will have:
*Previous experience dealing with cradle to grave administration of SIPP and/or SSAS pension schemes.
*Good communication and organisation skills
*Strong workload prioritisation
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working is offered with this role, 2 days per week from home.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
Job number 1810085
metapel
Company Details:
Tailored Resourcing Solution
Brevere Group is the amalgamation of two leading specialist Recruitment Consultancies: Eden Resourcing Ltd and Tailored Resourcing Solutions Ltd.
Ede...