Pensions Account Executive

Recruiter
Resource Matters Ltd
Location
Leicester, UK
Salary
Competitive
Posted
20 May 2019
Closes
27 May 2019
Ref
1146593127
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
This is an excellent opportunity to join our clients growing Business and be a crucial member of the SSAS Team. Previous experience managing a portfolio of SIPP/SSAS 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)
  • Knowledge of the SSAS arrangements and associated products.
  • Good technical knowledge of different types of pension schemes and their use in financial planning
  • A minimum of 2 years' experience in a SIPP or SSAS client servicing and administration role.

Responsibilities
  • To provide a quality administration service in respect of a portfolio of SSAS arrangements allocated to the Accounts Executive.
  • To provide technical and administrative support to the Financial Planner.
  • 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 regulator

9am-5pm (early start/finish on Fridays)

Benefits

24 days holiday plus statutory holidays increasing with service

Contributory Pension scheme

2 x salary life assurance

Discretionary bonuses

Childcare scheme

Free parking

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