Trainee SIPP Accounts Executive

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 Recruitment