As the Investment Accounts Executive your responsibilities will mostly consist of:.
Why this role
We are currently recruiting for 2 Investment Accounts Executive, with SIPP or SSAS experience, to work within a well-established Chartered firm of Financial Planners.
Account Manage and Administer a portfolio of SSAS clients Join a Chartered Wealth Management Firm
An award-winning Chartered financial planning firm is seeking a skilled SSAS Client Account Manager to join its specialist pensions team.
With over four decades of success and an HNW client base, this firm is committed to delivering excellence in service and advice while supporting employee growth and wellbeing.
Coordinating the recruitment, vetting and induction processes.
To provide a quality administration service in respect of all aspects of HR throughout the employee lifecycle, including the administration of employee benefits and supporting the delivery of wellbeing initiatives.
General
We are excited to be working with a well established financial planning company in Leicestershire looking for a HR Assistant.
Posted by North Oak Recruitment Ltd • £25K/yr to £35K/yr
SSAS ACCOUNTS EXECUTIVE
Leicester (our ref AL1372) - hybrid working available after qualifying period
My client is a leading UK Wealth Management & Pension Scheme Advisory Company, and due to continued growth, they now have an outstanding opportunity for an experienced Pension Administrator to join the team as a SSAS Accounts Executive.