Accounts Executives - SSAS/SIPP

SSAS/SIPP Accounts Executives Leicester £25000 - £35,000p/a Hybrid Why this role? We are currently recruiting for 2 Accounts Executive, with SIPP or SSAS experience, 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 SSAS or SIPP and other arrangements serviced by the SSAS or 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: Set up new SSAS/SIPP in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid preparation of associated Suitability Reports Undertake takeovers of existing SSAS/SIPP from other Trustees/ Practitioners Effect transfers into SSAS/SIPP and action property purchases/ sales with appropriate training and support Prepare reports and valuations for client meetings Calculate maximum borrowing and retirement and death benefits Calculate maximum loan backs and understand HMRC requirements in this area Process retirement benefit applications Provide technical and administrative support to Financial Planners Carry out other routine administration tasks identified below and deal with client queries within field of expertise/ range of authorisations RELATIONSHIP WITH OTHER JOBS: Working with the Financial Planners, as referred to ..... full job details .....