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.