SIPP Accounts Manager, Leicester (JR-1902)

This is an excellent opportunity to join this growing business with an outstanding reputation in the Wealth Management industry. As part of the SIPP Pensions Team, you will manage and administer a portfolio of clients, as well as providing technical support to the Financial Planner. Please note, previous experience managing a portfolio of SIPP clients is essential for this role. Our business
First established in the early 1980’s, the company have achieved significant growth and now look after more than £1bn of client assets.
They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of the business.
A key part of the business’s succession planning has been developing ambitious employees who wish to develop themselves and further their career in the Financial Services industry.
This year they were delighted to receive for the second time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.
The business is directly authorised and holds the prestigious Chartered status.
The role
To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the 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.
Knowledge, skills, and abilities Knowledge of the services that the firm provides to clientsKnowledge of the SIPP and associated productsGood technical knowledge of SIPPs and their use in financial planningKnowledge of other financial services legislation relevant to roleAbility to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professionals via various methods – phone, letter, e-mail and memoKnowledge of in-house money laundering procedures relevant to role and individual responsibilities in this areaKnowledge of Data Protection legislation relevant to roleKnowledge of IT systems and programmes relevant to roleAbility to work within level of authority and to refer work when appropriateAbility to create and maintain accurate computer-based records Remuneration and Benefits Salary - £25,000 to £32,000 per annum. (dependent on qualifications, knowledge, and experience)Life assurance - 2 x salaryPension - 5% employer contribution, increasing incrementally in recognition of serviceSalary sacrifice scheme availableHoliday - 24 days’, increasing incrementally in recognition of continuous serviceHealth cash plan scheme – Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance ProgrammeHours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the businessHybrid working scheme - Available following completion of initial training and inductionProfessional qualifications – Financial support available for study materials and examinations subject to prior approvalEmployee Wellbeing - Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance ProgrammeCommunication and Recognition – Regular staff updates and company eventsClever-HR is a forward-thinking Recruitment Consultancy that provides a bespoke service to our clients within Wealth Management.Our consultants will work with you to attract key personnel into your business.Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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