Pensions Account Executive

Salary Description:
£depending on experience
Location Description:
Cheshire (option of 1 day working from home working)
Job Role:
SIPP/SSAS Administration
Employment Type:
Contract Type:
Application Deadline:
12th May 2022
Job Ref:

Are you an experienced pension's administrator seeking a new role? We have a great opportunity for you to join this small and friendly team providing specialist pensions solutions to financial advisors, business owners and High Net Worth clients.

In this broad and challenging role you will be responsible for all aspects of the day-to-day Self-Invested Personal Pension and Small Self-Administered Scheme management function. Duties will include; processing New Business Applications, opening new Bank accounts, creating and maintaining electronic member records, calculating and processing benefit payments and reviews, and processing transfers in/out from/to external pension providers.  You will also be liaising with insurers/investment managers regarding transfers, asset valuations, etc. and dealing with member/intermediary queries by email, letter, telephone and face-to-face.

To be considered you will have a minimum of 2 years+ financial services experience and be able to demonstrate sound pension's knowledge. You must possess a confident and professional manner when dealing directly with clients, their advisers and associated parties. Knowledge of self-invested pensions (SIPP or SSAS) would be ideal but candidates with experience in other related areas (such as corporate pensions, financial advisory/investment manager support, insurance company) will also be considered.

You must be self-motivated, possess good organisational and communication skills, have excellent literacy and numeracy skills and be comfortable working in a busy professional environment.

This will be an office-based role with the option of working from home one day a week. Excellent career progression opportunities with full financial support to complete professional qualifications. 

For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me: / 0208 274 2842 / 07958 958626

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