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Our Client is an award winning pensions’ provider with over 40 years’ experience in the financial sector. They are an exciting, Bristol based business, looking to diversify and grow in areas they are already very strong in and their knowledge of the market is second to none. They are a firm committed to providing products that are truly valued by financial advisers and client and they have been recognised for this service on many occasions.

This is a fantastic opportunity to take on a challenging and varied role. The role of Account Executive will allow the individual to build and maintain relationships with IFAs, Clients and other third parties.

The role of Account Executive requires the candidate to:

• Prepare pension schemes for SSAS’s and FURBS
• Complete statements of Assets and SSAS’s
• Complete loan calculations and organise repayments
• Deal with accounts enquiries and information requests
• Manage, set up and transfer bank deposit accounts
• Update and maintain client details
• Provide exceptional customer service
• Work within regulatory policies and procedures

The successful candidate will have proven customer service skills and be able to pay close attention to detail. An accurate, analytical mind-set is required for the Account Executive role and the initiative to work independently is also a strong requirement. The successful candidate will have an understanding of SIPP, Financial and Pension related products that will be offered to clients.

Please contact Louise Bibb at Recruit UK by sending your details to This email address is being protected from spambots. You need JavaScript enabled to view it. and quoting SIPP Professional and reference 2111