This is an excellent opportunity to join this growing business with an outstanding reputation in the Wealth Management industry. As part of the SIPP Pensions Team, you will manage and administer a portfolio of clients, as well as providing technical support to the Financial Planner. Please note, previous experience managing a portfolio of SIPP clients is essential for this role.
Our business
First established in the early 1980’s, the company have achieved significant growth and now look after more than £1bn of client assets.
They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business.
A key part of the business’s succession planning has been developing ambitious employees who wish to develop themselves and further their career in the Financial Services industry.
This year they were delighted to receive for the second time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.
The business is directly authorised and holds the prestigious Chartered status.
The role
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner.
Knowledge, skills, and abilities
Knowledge of the services that the firm provides to clients
Knowledge of the SIPP and associated products
Good technical knowledge of SIPPs and their use in financial planning
Knowledge of other financial services legislation relevant to role
Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professionals via various methods – phone, letter, e-mail and memo
Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area
Knowledge of Data Protection legislation relevant to role
Knowledge of IT systems and programmes relevant to role
Ability to work within level of authority and to refer work when appropriate
Ability to create and maintain accurate computer-based records
Remuneration and Benefits
Salary - £25,000 to £32,000 per annum. (dependent on qualifications, knowledge, and experience)
Life assurance - 2 x salary
Pension - 5% employer contribution, increasing incrementally in recognition of service
Salary sacrifice scheme available
Holiday - 24 days’, increasing incrementally in recognition of continuous service
Health cash plan scheme – Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme
Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business
Hybrid working scheme - Available following completion of initial training and induction
Professional qualifications – Financial support available for study materials and examinations subject to prior approval
Employee Wellbeing - Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance Programme
Communication and Recognition – Regular staff updates and company events
SIPP Accounts Manager, Leicester (JR-1902)
This is an excellent opportunity to join this growing business with an outstanding reputation in the Wealth Management industry. As part of the SIPP Pensions Team, you will manage and administer a portfolio of clients, as well as providing technical support to the Financial Planner. Please note, previous experience managing a portfolio of SIPP clients is essential for this role.
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