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Permanent

Client Account Executive

Leicester
money-bag 10000-500000 Annual
Posted Today

Client Account Executive Job AdvertJob Title: Client Account ExecutiveLocation: LeicesterType: PermanentWe 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 ExecutiveIn 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 ExecutiveAs 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:• ..... full job details .....

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