SIPP Account Executive

Pensions Administrator (SIPP Specialist) Opportunity

A leading Chartered Wealth Management and Financial Planning firm is seeking an experienced Pensions Administrator (SIPP Accounts Executive) to join its highly regarded pensions team. This role is ideal for a detail-oriented professional with a strong understanding of SIPPs who is passionate about delivering first-class client service.

Leicester hybrid working available

Salary: up to £38,000

Bonus: Discretionary annual bonus based on performance

The environment supports career progression, professional development, and personal growth—backed by Chartered Status and a culture of trust and empowerment.

Benefits include:

Hybrid working scheme (post-training)

24 days holiday (increasing with service)

4x salary life assurance

Employer pension contributions starting at 5%, increasing with tenure

Health Cash Plan Scheme

Free on-site parking

Role Overview

The successful candidate will act as the primary administrative contact for a portfolio of SIPP clients, supporting financial planners and liaising with solicitors, accountants, and other professionals to ensure smooth and compliant service delivery.

Key Responsibilities:

Set up and administer SIPP arrangements, including contributions and transfers

Prepare and review retirement benefit illustrations, drawdown schedules, and cancellation notices

Support pension property transactions, including funding and borrowing arrangements

Maintain accurate records across all systems and ensure timely FCA reporting

Process death benefit and illness claims in line with internal and regulatory standards

Liaise with clients, financial planners, paraplanners, and professional third parties

Essential:

Solid knowledge of SIPP structures, pension legislation, and financial planning principles

Strong communication and interpersonal skills

Proficient with industry software such as Intelliflo, Excel, and document management systems

Ready to Take the Next Step?

This is a fantastic opportunity for a pensions professional to join a forward-thinking, client-focused firm offering genuine career development, hybrid working, and a positive, supportive culture.

Apply now to advance your pensions career in a dynamic and trusted environment.