Accounts Executives - SSAS/SIPP

SSAS/SIPP Accounts Executives – Leicester
£25000 - £35,000p/a
Hybrid

Why this role?
We are currently recruiting for 2 Accounts Executive, with SIPP or SSAS experience, to work within a well-established Chartered firm of Financial Planners.

ROLE OVERVIEW:

You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SSAS or SIPP and other arrangements serviced by the SSAS or 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.

MAIN TASKS:

• Set up new SSAS/SIPP in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid preparation of associated Suitability Reports
• Undertake takeovers of existing SSAS/SIPP from other Trustees/ Practitioners
• Effect transfers into SSAS/SIPP and action property purchases/ sales with appropriate training and support
• Prepare reports and valuations for client meetings
• Calculate maximum borrowing and retirement and death benefits
• Calculate maximum loan backs and understand HMRC requirements in this area
• Process retirement benefit applications
• Provide technical and administrative support to Financial Planners
• Carry out other routine administration tasks identified below and deal with client queries within field of expertise/ range of authorisations

• Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience)
• Discretionary bonus
• 4 x salary life assurance
• Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available 24 days’ holiday - Increasing incrementally in recognition of continuous service
• Health Cash Plan Scheme
• Free parking
• Hybrid Working Scheme – Following completion of initial training and induction

QUALIFICATIONS:

a) Essential

· Educated to A level standard (or equivalent) as a minimum.
· Minimum of 3 years’ experience in a SSAS client servicing and administration role

b) Desirable

· To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent)
· Other Financial Services experience, in a similar role, ideally for a Financial Adviser


KNOWLEDGE AND SKILLS REQUIRED:

a) Essential

· Knowledge of the services that the firm provides to clients
· Knowledge of SSAS and associated products
· Good technical knowledge of SSASs 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 professional connections via various methods – phone, letter, e-mail, memo, etc
· 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