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Permanent

Client Account Executive

Leicester
money-bag £25000 - £32000/annum
223744150
Posted Yesterday

About the company:

Are you an experienced SIPP or SSAS Administrator looking to take your career to the next level? Alexander Lloyd is partnered with a Pensions Administration Specialist who are expanding, this is a fantastic opportunity to be part of a growing organisation.

About the role:

As a Client Account Executive, the successful candidate will be responsible for working as part of a team to administer a portfolio of SIPP & SSAS schemes. This will involve full cradle to grave administration of schemes or specialisation in one or more functions, including but not limited to: new business, property and investment transactions, bank reconciliation, regulatory.

Key responsibilities:

  • Providing full cradle to grave administration including retirements, bereavements, transfers, divorces etc.
  • Ensuring accurate record-keeping all of transaction, contributions, withdrawals.
  • Managing pension fund bank accounts and reconciling balances.
  • Liaising and dealing with client queries via telephone and email.

Skills and experience required:

  • Previous / current experience in SIPP and / or SSAS Pensions Administration
  • Excellent organisational and time management skills
  • Strong communication and account management skills
  • Self-motivated but also a team player
  • Experience using ONMI system would be beneficial but not essential

Benefits:

  • Salary up to -32k DOE
  • 25 days holiday + bank holidays (increases to a total of 30 days with continued service)
  • Additional day holiday during Christmas week
  • 4x Death in Service
  • Full CC exam support
  • Pension Scheme
  • Access to Employee Assistance Programme (EAP)
  • Hybrid working (following an initial probationary period)

Ready to take your next step in your career? Please apply today.

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