Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
 
   
 
   
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SIPP Account Executive
Salary Area Job Ref Consultant Sector
to £27,000 + benefits Leicestershire AL770 Angela Liscombe Pensions

Description

SIPP ACCOUNTS EXECUTIVE

Leicester (Ref AL770)

Salary range - £23,000 to £27,000 (dependant on relevant knowledge and experience)

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

 

Key knowledge, skills and experience required

 

·         To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)

·         2 years’ experience in a SIPP client servicing and administration role

 

Responsibilities

 

·         To provide a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team)

·         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

Pension scheme

2 x salary life assurance

Discretionary bonuses

Childcare scheme

Free parking

 

If this role is of interest, please apply with an up to date CV or contact Angela Liscombe at North Oak Recruitment.

 


 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.