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SIPP Accounts Exec (CR-1557)

£23000 - £28000 plus benefits

This is an excellent opportunity to join our growing Business and be a crucial member of the SIPP Team. Previous experience managing a portfolio of SIPP or SSAS clients is essential for this role.

Salary range - £23,000 to £28,000 (dependant on relevant knowledge and experience)

Key knowledge, skills and experience required

  • To hold or be willing to obtain CII Award/certificate/Diploma Units
  • Knowledge of the SIPPs and associated products.
  • Good technical knowledge of different types of pension schemes and their use in financial planning
  • A minimum of 3 years’ experience in a SIPP or SSAS client servicing and administration role.


  • To provide a quality administration service in respect of SIPP arrangements allocated to the Accounts Executive.
  • To provide technical and administrative support to the Financial Planning Team.
  • To provide an in-house point of contact for the client and maintain good working relationships with them.
  • To maintain records that meet the requirements of the firm and the regulator.


  • Discretionary bonuses 
  • 2 x salary life assurance
  • Pension – payable on commencement – 5% employer contribution.
  • 24 days’ holiday increasing incrementally in recognition of service
  • Private medical insurance – Vitality essentials cover
  • Free parking
Employment type: 
Employed (Full Time)
Reference Number: