This is an excellent opportunity to join our growing business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP or SSAS clients is essential for this role.

Our business

Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and have assets under influence in excess of £1bn.

We strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. We encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment. A key part of the business’s succession planning has been developing ambitious employees who wish to take part in the most fundamental of ways i.e., partnership.

Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. We have been delighted to receive for the third time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of our company policies and anonymous staff feedback.

We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.

The role

To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs (both SIPP Focus and other arrangements serviced by the SIPP team). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Financial Planner.

Knowledge, skills and abilities

• Knowledge of the services that the firm provides to clients
• Knowledge of the SIPP and associated products.
• Good technical knowledge of SIPPS and their use in financial planning
• Knowledge of other financial services legislation relevant to role
• Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods – phone, letter, e-mail, memo, etc
• Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area
• Knowledge of Data Protection legislation relevant to role
• Knowledge of IT systems and programmes relevant to role
• Ability to work within level of authority and to refer work when appropriate
• Ability to create and maintain accurate computer-based records

Remuneration and benefits

• Salary – Up to £32,000 per annum (Dependant on qualifications, knowledge, and experience)
• Life assurance – 2 x salary.
• Pension – 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available.
• Holiday – 24 days’, increasing incrementally in recognition of continuous service
• Health cash plan scheme – Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme.
• Hours – Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business.
• Hybrid working scheme – Available following completion of initial training and induction
• Professional qualifications – Financial support available for study materials and examinations subject to prior approval.
• Employee Wellbeing – Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance Programme.
• Communication and Recognition – Regular staff updates and company events.
• Free parking

To discuss joining Boolers, please call Katie Lunn, HR Assistant on 0116 240 7064,

alternatively apply today by sending your CV with a covering letter to klunn@boolers.co.uk  

Closing date for applications: 2 August 2024