SIPP Accounts Executive - Leicester £(phone number removed)K Hybrid Why this role? We are currently recruiting for a SIPP Accounts Executive, to work within a well-established Chartered firm of Financial Planners. ROLE OVERVIEW: You will be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPP (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner. MAIN TASKS: Establishment of SIPP Set up new SIPPs in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid the preparation of associated Suitability Reports Process Contributions, provide CPC to client where necessary, undertake Carry Forward/Taper calculations Provide cancellation rights to client, where necessary Effect transfers into SIPP and provide the Suitability Team with an information pack to aid preparation of the Suitability Report. Initially, prepare the pension analysis schedule for the Financial Planner to review, following advice to transfer, complete, and submit the signed transfer forms to the transferring schemes. Day to Day Portfolio Management Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel) Maintain a diary confirming the date of any drawdown anniversaries, rent ..... full job details .....