SIPP Account Executive

Pensions Administrator (SIPP Specialist) Opportunity

Leicester hybrid working available Salary: up to £35,000 Bonus: Discretionary annual bonus based on performance A leading Chartered Wealth Management and Financial Planning firm is seeking an experienced Pensions Administrator (SIPP Accounts Executive) to join its highly regarded pensions team. This role is ideal for a detail-oriented professional with a strong understanding of SIPPs who is passionate about delivering first-class client service. The environment supports career progression, professional development, and personal growth—backed by Chartered Status and a culture of trust and empowerment. The successful candidate will act as the primary administrative contact for a portfolio of SIPP clients, supporting financial planners and liaising with solicitors, accountants, and other professionals to ensure smooth and compliant service delivery. Benefits include: Hybrid working scheme 24 days holiday (increasing with service) 4x salary life assurance Employer pension contributions starting at 5%, increasing with tenure Health Cash Plan Scheme Free on-site parking Work form home 2 days a week and 3 from the office Key Responsibilities: Set up and administer SIPP arrangements, including contributions and transfers Prepare and review retirement benefit illustrations, drawdown schedules, and cancellation notices Support pension property transactions, including funding and borrowing arrangements Maintain accurate records across all systems and ensure timely FCA reporting Process death benefit and illness claims in line with internal and regulatory standards Liaise with clients, financial planners, paraplanners, and professional third parties Essential: Solid knowledge of SIPP structures, pension legislation, and financial planning principles Strong communication and interpersonal skills Proficient with industry software such as Intelliflo, Excel, and document management systems

Ready to Take the Next Step? This is a fantastic opportunity for a pensions professional to join a forward-thinking, client-focused firm offering genuine career development, hybrid working, and a positive, supportive culture. Apply now to advance your pensions career in a dynamic and trusted environment.