SIPP Account Executive – A Rare Opportunity to Lead in Leicester
An established and highly respected financial services firm is seeking an exceptional SIPP Account Executive to join its award-winning team. This is not just another role—it’s a unique chance to become part of a trusted organization known for excellence in pensions and wealth management. For professionals driven by success, ambition, and purpose, this is the moment to take your career to the next level.
Salary up to £35,000 and hybrid working
Why This Role Stands Out:
- Exclusive Opportunity: A select position offering the platform to truly excel.
- Industry Authority: Join a team recognized for expertise in SIPP, SSAS, pensions, and wealth management.
- Proven Career Progression: Work alongside leaders in the field with a clear path for advancement and continuous professional development
Key Responsibilities:
- Account Management: Oversee and manage a portfolio of SIPP accounts, delivering tailored financial guidance that empowers clients.
- Client Relationship Building: Identify and engage new prospects, expanding the client base and strengthening industry influence.
- Strategic Analysis: Conduct detailed financial analyses and develop innovative investment strategies to drive client success.
- Collaborative Solutions: Work closely with wealth management specialists to implement impactful strategies.
- Effective Communication: Present updates and insights that build trust and reinforce long-term relationships.
- Market Awareness: Stay informed on regulatory changes and market trends to maintain expert status.
What’s Offered:
- Career Growth: A structured progression plan with recognition at every stage.
- Inclusive Culture: A supportive environment built on trust, respect, and collaboration.
- Professional Development: Access to advanced training and continuous learning opportunities.
- Competitive Benefits: Attractive salary, bonus potential, pension contributions, and additional perks.
Ideal Candidate Profile:
- Proven experience in a pensions administration role or in a similar financial services role.
- Strong technical knowledge of pension schemes and investment strategies.
- Exceptional interpersonal and communication skills.
- Results-driven with a strategic mindset and analytical ability.
- Committed to ongoing professional development and leadership growth.
Act Now – Opportunities Like This Are Rare!
Take the next step in your career and join a forward-thinking team where your expertise is valued and your ambition is rewarded. Apply today and become a driving force in shaping the future of SIPP account management.