SIPP Executive
  • England,South West,Somerset,Bath and North East Somerset
  • Full Time, Permanent
  • £27,000 - £29,000 per annum
Job Description:
Full job descriptionAbout the job

Do you have excellent attention to detail? Do you have knowledge of SIPP processing?


Our client, an Award Winning Global Investment Platform, is looking for an Operations Executive to join their SIPP Onboarding team on a full-time permanent basis in Bath.


The firm is experiencing a period of significant growth, including a recent platform upgrade and ongoing European expansion project - making it a particularly exciting time to join.


About the Role:
*Support the administration of the SIPP, processing client instructions accurately and efficiently
*Deliver high-quality service by prioritising daily tasks and maintaining strong service standards
*Collaborate with colleagues to improve processes, enhance the customer journey, and strengthen overall team performance
*Identify and manage process risks while ensuring compliance with regulations, data security, and internal controls
*Contribute to continuous improvement by providing feedback, supporting onboarding initiatives, and driving operational excellence


About You:
*Have knowledge of SIPP processing
*Excellent interpersonal and communication skills
*Strong data and analytical processing skills
*Excellent attention to detail
*Self-motivated and proactive
*Ability to work well individually and as a part of a team to achieve team and personal objectives
*Willingness to learn


Benefits:
*Discretionary bonus scheme (up to £2,500-£3,000)
*9% employer pension contribution each month
*33 days annual leave including bank holidays (pro rata for part-time roles)
*Option to buy or sell up to 5 additional days of annual leave
*Private healthcare programme
*Opportunities for professional development and financial services training
*Supportive, collaborative, and inclusive working environment


This is a great opportunity to grow your expertise in SIPP operations and be part of an ambitious team driving real change in the investment platform space - apply now!
Job number 3803432

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Company Details:
Flair for Recruitment
Company size: 10–19 employees
Industry: Recruitment Consultancy
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