Client Account Executive

Job Description:

About the company:

Are you an experienced SIPP or SSAS Administrator looking to take your career to the next level? Alexander Lloyd is partnered with a Pensions Administration Specialist who are expanding, this is a fantastic opportunity to be part of a growing organisation.

About the role:

As a Client Account Executive, the successful candidate will be responsible for working as part of a team to administer a portfolio of SIPP & SSAS schemes. This will involve full cradle to grave administration of schemes or specialisation in one or more functions, including but not limited to: new business, property and investment transactions, bank reconciliation, regulatory.

Key responsibilities:

• Providing full cradle to grave administration including retirements, bereavements, transfers, divorces etc.
• Ensuring accurate record-keeping all of transaction, contributions, withdrawals.
• Managing pension fund bank accounts and reconciling balances.
• Liaising and dealing with client queries via telephone and email.

Skills and experience required:

• Previous / current experience in SIPP and / or SSAS Pensions Administration
• Excellent organisational and time management skills
• Strong communication and account management skills
• Self-motivated but also a team player
• Experience using ONMI system would be beneficial but not essential

Benefits:

• Salary up to £32k DOE
• 25 days holiday + bank holidays (increases to a total of 30 days with continued service)
• Additional day holiday during Christmas week
• 4x Death in Service
• Full CC exam support
• Pension Scheme
• Access to Employee Assistance Programme (EAP)
• Hybrid working (following an initial probationary period)

Ready to take your next step in your career? Please apply today.