City Trustees - part of Mattioli Woods



SIPP Administrator / Account Manager

This position is based in: Leicester, Leicestershire
Salary: Competitive, Bonus + Benefits

Due to continued expansion, a number of exciting opportunities have arisen for developing and experienced financial service professionals. To complement this company's commitment to career progression and development, there is an attractive package offering a bonus based on performance, annual pay reviews and a fantastic flexible benefits package including share incentive plan, group pension, life assurance, income protection and a health cash plan.

About us

Part of the AIM listed Mattioli Woods Group, City Trustees are a specialist pension provider, committed and focused on the fully bespoke self-invested pension market. The products are distributed exclusively via independent financial advisers, wealth managers and other intermediaries.

City Trustee's products are designed to maximise the full flexibility of pension legislation with a firm focus on treating customers fairly, enabling advisers to provide comprehensive solutions to clients covering all aspects of retirement provision.

The proposition to IFAs and their clients includes:

  • Personalised quality administration
  • Bespoke technical support
  • Fully flexible products
  • Transparent fee structure
  • Financial strength and security

Mattioli Woods plc is a fast growing financial services group based in Leicester. Established in 1991 it has grown rapidly, both organically and by acquisition, to 350+ employees, and is set to continue this growth. Much of the organisation's success is due to its culture of personal development and promoting from within, giving the business an enviable staff retention record.

About the role

Core to the product offering is a professional and personalised service, starting with each client having their own dedicated account manager to deal with the day-to-day administration requirements of their scheme in a proactive fashion. Duties will therefore be varied and challenging, with emphasis on building relationships and providing a complete administration service.

Key areas involve:

  • Proactively manage all aspects of client affairs in a prompt and efficient manner
  • Develop and maintain good working relationships with clients and colleagues
  • Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards
  • Adhere to administrative procedural notes provided, procedures within the compliance manual, and company policies

About you

You are likely to have worked in a similar role within the financial services sector, dealing with SIPP (or SSAS) products or similar investments. As you will be the direct point of contact, your communication skills will be excellent, with good attention to detail and able to balance a busy workload. Good numeracy and IT skills, with a flexible approach will also be a given. CII qualifications would be an advantage however full support will be given to further your professional qualifications.

The company values people, and likewise you will have a strong team working ethic as well as be able to work as an individual. You will have a natural ability to convey complex information to a wide variety of people with various levels of understanding both in writing and verbally.

What you can expect

In return, excellent career progression is offered within this successful and expanding company. Opportunities for more senior roles include: specialist technical roles, people management, or even consultancy. You will be fully supported through dedicated training across a wide range of professional development opportunities.

Please send your CV and application form as below, or apply online by visiting the Mattioli Woods vacancies page.  

If you would like an informal and confidential discussion please call the recruitment team on 0116 240 8700.

Contact

The Recruitment Team
Mattioli Woods
MW House
1 Penman Way
Grove Park
Enderby
Leicester LE19 1SY
recruitment@mattioli-woods.com