Apply for Trainee SIPP Accounts Executive Job On Vita CV
Trainee SIPP Accounts Executive
Job Posted: 16 days ago
Salary: £ 25,000/Annum
Job Type: Permanent
Location: Leicester
Expire in: 12 days
Job Description
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 £25,000p/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 RecruitmentBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
© Vita CV: Registered in England and Wales (16187919).