This is an excellent opportunity to join a growing business and become a crucial member of the Pensions Team. Previous experience managing a portfolio of SSAS or SIPP clients is essential for this role.
Salary range
£24,000 to £32,000 (dependant on relevant knowledge and experience)
Key knowledge, skills and experience required
To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)
A minimum of 2 years’ experience in a SSAS or SIPP client servicing and administration role
Responsibilities
To provide a quality administration service in respect of SSAS 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
Benefits
24 days holiday plus statutory holidays increasing with service
Hybrid working arrangements available following probationary period.
SSAS Accounts Executive, Leicester
This is an excellent opportunity to join a growing business and become a crucial member of the Pensions Team. Previous experience managing a portfolio of SSAS or SIPP clients is essential for this role.
Salary range
£24,000 to £32,000 (dependant on relevant knowledge and experience)
Key knowledge, skills and experience required
Responsibilities
Benefits
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