Client Account Executive
7 days ago
Leicester
Client Account Executive – Job Advert Job Title: Client Account Executive Location: Leicester Type: Permanent We are hiring for a Client Account Executive who has strong experience in full cradle-to-grave SSAS and SIPP administration in the Leicester area. This is a professional, collaborative financial services environment, and you will be responsible for managing the end-to-end administration of a portfolio of pension schemes while delivering a high standard of client service.xDuties of a Client Account Executive In this role, you will be working within the Client Administration Team to provide full daily administration of SSAS and SIPP schemes. Reporting to the Client Team Manager, Senior Executives, and Pension Managers, you will be responsible for: • Managing cradle-to-grave administration of SSAS/SIPP schemes • Daily workflow management and prioritisation of tasks • Maintaining accurate records, diaries, bank reconciliations, ledgers, and documentation • Liaising with clients, advisers, solicitors, HMRC, fund managers, and third parties • Handling contributions, transfers, valuations, drawdown, investments, and property transactions • Ensuring compliance with HMRC, FCA, AML, Consumer Duty and internal procedures Skills and Experience of a Client Account Executive As a Client Account Executive, you will need experience with: • SSAS and/or SIPP pensions administration (end-to-end) • Client communication and professional liaison with third parties It would be beneficial if you also had: • Experience using OMNI or similar pension administration systems • Knowledge of HMRC reporting, annual returns, and regulatory requirements • Understanding of property purchases, loanbacks, or non-standard pension assets What the client offers a Client Account Executive This client offers: • A supportive and knowledgeable pensions team environment • Professional development and structured training opportunities • Competitive salary, benefits, and progression potentialg About the Client Our client is a well-established pension administration provider specialising in SSAS and SIPP schemes, and they are looking for a Client Account Executive to join their team. You'll be joining an experienced and collaborative pensions department, and the office environment is hybrid. Next Steps Apply to this Client Account Executive role through this advert. If you would like more information, please contact our Commercial team on 0116 262 3733. If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days, please assume you have not been successful. We will, however, retain your application for future suitable opportunities. About Regional Recruitment Services – A Recruitment Agency in Leiceste r This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency operating since 2008. We offer permanent, temporary, and contract recruitment across the Commercial, Construction, Industrial, and Engineering sectors. To view all vacancies throughout the UK, please visit our website. TPBN1_UKTJ