Trainee SIPP Accounts Executive - Leicester
Why this role? We are currently recruiting for a Trainee SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners.
What will you be doing? As the Trainee SIPP Accounts Executive your responsibilities will mostly consist of:
Set up new SIPPs in a timely fashion, using a diary system, and submit information pack. Effect transfers into SIPPs and provide the Suitability team with information pack. Maintain accurate records, processing changes. Maintain a diary. Daily reconciliation of bank accounts. Invoice clients in accordance with Client Agreements.
Your background: GCSE Maths and English Grade B or above (or equivalent). Educated to A-Level standard (or equivalent). Computer and Microsoft Office literate: Word, Excel, and Outlook. 2 years experience in an administration role within Financial or Professional Services.
The salary for this position is £25,000 p/a, this is a full-time permanent position. Hybrid working scheme after initial training is complete. For more information please contact Harriet Ali at Four Squared Recruitment. #J-18808-Ljbffr
Why this role? We are currently recruiting for a Trainee SIPP Accounts Executive to work within a well-established Chartered firm of Financial Planners.
What will you be doing? As the Trainee SIPP Accounts Executive your responsibilities will mostly consist of:
Set up new SIPPs in a timely fashion, using a diary system, and submit information pack. Effect transfers into SIPPs and provide the Suitability team with information pack. Maintain accurate records, processing changes. Maintain a diary. Daily reconciliation of bank accounts. Invoice clients in accordance with Client Agreements.
Your background: GCSE Maths and English Grade B or above (or equivalent). Educated to A-Level standard (or equivalent). Computer and Microsoft Office literate: Word, Excel, and Outlook. 2 years experience in an administration role within Financial or Professional Services.
The salary for this position is £25,000 p/a, this is a full-time permanent position. Hybrid working scheme after initial training is complete. For more information please contact Harriet Ali at Four Squared Recruitment. #J-18808-Ljbffr
