Trainee SIPP Account Executive

Trainee SIPP Account Executive Leicester
Independent Financial Advisors

Are you looking to develop your career in financial services within a supportive and professional environment? We are seeking a Trainee SIPP Account Executive to join our well-established independent financial advisory firm in Leicester. This is a fantastic opportunity to gain hands-on experience, develop your skills, and progress within the financial services industry.

Role Overview

As a Trainee SIPP Account Executive, you will be the in-house contact for our clients, delivering a high-quality administration service for a portfolio of Self-Invested Personal Pensions (SIPPs). You will also provide technical and administrative support to the Financial Planner, ensuring records are maintained to regulatory and company standards.

Key Responsibilities

1. Serve as the primary point of contact for clients, handling queries and providing a first-class service.
2. Maintain accurate paper and electronic records to ensure compliance with firm and regulatory requirements.
3. Support the Financial Planner with administrative and technical tasks.
4. Ensure adherence to data protection legislation and company policies.
5. Produce clear and professional correspondence, including letters and reports.

Skills & Experience Required

1. Strong communication skills, both written and verbal, with a professional telephone manner.
2. Ability to work within defined levels of authority and escalate issues where necessary.
3. High level of accuracy and attention to detail in maintaining records.
4. Knowledge of data protection legislation and compliance principles.
5. Proficient in Microsoft Office applications (Word, Excel, Outlook).
6. GCSE Maths and English Grade B or above (or equivalent).
7. Educated to A-Level standard (or equivalent).
8. Minimum 2 years experience in an administration role within Financial or Professional Services.

Benefits

1. Salary: Circa £25,000 per annum (dependent on qualifications, knowledge, and experience).
2. Pension: 5% employer contribution, increasing incrementally based on service, with salary sacrifice scheme available.
3. Holiday: 24 days per year, increasing incrementally based on continuous service.
4. Hybrid Working: Available upon completion of training and induction.
5. Career Development: Financial support available for professional qualifications, study materials, and exams.
6. Company Culture: Regular staff updates, company events, and employee recognition initiatives.
7. Convenience: Free on-site parking.

Working Hours

1. Monday to Thursday: 9:00 AM - 5:00 PM
2. Friday: 8:30 AM - 4:30 PM
   (Flexibility may be required based on business needs.)

If you have the relevant skills for this role, please send your CV to Joanne Harris.