North Oak Recruitment Ltd
Leicester, Leicestershire
SIPP Accounts Executive Leicester (Our Ref AL1428) - hybrid working available after qualifying period Salary £28,500 to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role. My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their "Best Advisor to Work for" award, 4 years running. The role To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner. Knowledge, skills and abilities 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 £28,500 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
SIPP Accounts Executive Leicester (Our Ref AL1428) - hybrid working available after qualifying period Salary £28,500 to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role. My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years. They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their "Best Advisor to Work for" award, 4 years running. The role To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner. Knowledge, skills and abilities 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 £28,500 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. 24 days' holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme - Following completion of initial training and induction If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
North Oak Recruitment Ltd
Leicester, Leicestershire
Business Systems Analyst Leicester (Our Ref AL1426) Salary £37,500 - £42,500 dep on exp + bens and discretionary bonus My client has been established for over 40 and they now look after more than £1.1bn of client assets and provide advice and support to high-net-worth clients across the UK from their Leicestershire based offices.In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced Business Systems Analyst to join their team. Role Overview Responsible for the administration, support and continuous improvement of the firm's core business applications and productivity platforms, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications. The role provides second-line support, resolves system issues, supports projects and works with colleagues, suppliers and the external IT provider to ensure systems effectively support business operations. The role will identify improvement opportunities and support the delivery of system enhancements, projects and technology initiatives. Business Systems and Microsoft Administration & Support Act as the subject matter expert for the firm's core business systems, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications. Provide second-line support for system-related queries, incidents and enhancement requests. Investigate, troubleshoot and resolve system, workflow and data issues in a timely manner. Manage system configuration, user setup, permissions and access controls. Maintain system documentation, user guides and support materials. Liaise with software providers to resolve issues and escalate defects where required. Monitor system performance and identify opportunities to improve stability, functionality and user experience. Support the effective and consistent use of Microsoft 365 applications, including Outlook, Teams, SharePoint, OneDrive and associated tools. Work alongside the external IT provider to manage user access, permissions and system administration activities. Assist with the administration and ongoing development of SharePoint and collaboration platforms. Work with the external IT provider to investigate and resolve issues relating to Azure Virtual Desktop (AVD) and VPN access. Systems Improvement & Development Identify opportunities and recommend practical solutions to improve operational effectiveness and optimise systems, processes, workflows and user experience. Support the design, testing and implementation of system enhancements, new functionality and efficiency in line with business requirements and the direction of the Head of Operations. Project Support & Delivery Support the successful delivery of business, technology & systems-related projects. Assist with requirements gathering, process mapping & solution development. Coordinate & undertake user acceptance testing (UAT). Support system upgrades, integrations, migrations & implementation activities. Work with suppliers and colleagues to ensure projects are delivered effectively & meet agreed objectives. Training & User Adoption Develop & maintain system procedures, user guides & training materials. Deliver training & support to colleagues on business systems & Microsoft 365 applications. Support onboarding activities relating to systems, technology and ways of working. Promote user adoption of new functionality, processes & technology solutions. Liaison, Communications and Recordkeeping Support the production & development of management information & reporting. Assist in maintaining the accuracy, integrity and quality of data held within business systems. Identify & help resolve data quality issues and inconsistencies. Support data cleansing & system housekeeping activities. Ensure all proposed system & operation changes meet business objectives & regulatory requirements. Build and maintain effective relationships with software providers, suppliers and technology partners. Act as a key point of contact for business system-related matters. Coordinate issue resolution & enhancement requests with third-party providers. Work collaboratively with colleagues across all departments to understand & support business requirements. Person Specification Quals & Experience Essential Educated to A level (or equiv) as a minimum. Experience supporting & administering business systems and applications including Microsoft 365. Experience working with 3rd party software providers. Desirable Experience within an FCA regulated business or knowledge of financial planning operations. Microsoft 365 certification or relevant IT, Business Systems or Business Analysis qualification. Experience of Intelliflo and/or Moneyinfo. Experience of CRM, workflow or document management systems. Experience working with Azure Virtual Desktop (AVD), VPNs or similar remote access environments. Knowledge & Skills Req'd Essential Understanding of business processes, workflows, data management, systems, administration and user support. Good working knowledge of Microsoft 365 applications. Strong analytical skills troubleshooting, problem-solving skills and attention to detail. Excellent communication and stakeholder management skills. Ability to identify and implement system and process improvements. Ability to manage multiple priorities and work independently. Ability to explain technical concepts to non-technical users. Desirable Process mapping and business analysis skills. Training and user adoption skills. Reporting and management information experience. Experience supporting technology and business change projects. If this role is of interest, please apply with an up to date CV. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice on our website.
Business Systems Analyst Leicester (Our Ref AL1426) Salary £37,500 - £42,500 dep on exp + bens and discretionary bonus My client has been established for over 40 and they now look after more than £1.1bn of client assets and provide advice and support to high-net-worth clients across the UK from their Leicestershire based offices.In 2026, they were proud to receive Professional Adviser's "Best Financial Advisers to Work for" award for the fourth time. They now have an exciting new opportunity for an experienced Business Systems Analyst to join their team. Role Overview Responsible for the administration, support and continuous improvement of the firm's core business applications and productivity platforms, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications. The role provides second-line support, resolves system issues, supports projects and works with colleagues, suppliers and the external IT provider to ensure systems effectively support business operations. The role will identify improvement opportunities and support the delivery of system enhancements, projects and technology initiatives. Business Systems and Microsoft Administration & Support Act as the subject matter expert for the firm's core business systems, including Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365, as well as other business applications. Provide second-line support for system-related queries, incidents and enhancement requests. Investigate, troubleshoot and resolve system, workflow and data issues in a timely manner. Manage system configuration, user setup, permissions and access controls. Maintain system documentation, user guides and support materials. Liaise with software providers to resolve issues and escalate defects where required. Monitor system performance and identify opportunities to improve stability, functionality and user experience. Support the effective and consistent use of Microsoft 365 applications, including Outlook, Teams, SharePoint, OneDrive and associated tools. Work alongside the external IT provider to manage user access, permissions and system administration activities. Assist with the administration and ongoing development of SharePoint and collaboration platforms. Work with the external IT provider to investigate and resolve issues relating to Azure Virtual Desktop (AVD) and VPN access. Systems Improvement & Development Identify opportunities and recommend practical solutions to improve operational effectiveness and optimise systems, processes, workflows and user experience. Support the design, testing and implementation of system enhancements, new functionality and efficiency in line with business requirements and the direction of the Head of Operations. Project Support & Delivery Support the successful delivery of business, technology & systems-related projects. Assist with requirements gathering, process mapping & solution development. Coordinate & undertake user acceptance testing (UAT). Support system upgrades, integrations, migrations & implementation activities. Work with suppliers and colleagues to ensure projects are delivered effectively & meet agreed objectives. Training & User Adoption Develop & maintain system procedures, user guides & training materials. Deliver training & support to colleagues on business systems & Microsoft 365 applications. Support onboarding activities relating to systems, technology and ways of working. Promote user adoption of new functionality, processes & technology solutions. Liaison, Communications and Recordkeeping Support the production & development of management information & reporting. Assist in maintaining the accuracy, integrity and quality of data held within business systems. Identify & help resolve data quality issues and inconsistencies. Support data cleansing & system housekeeping activities. Ensure all proposed system & operation changes meet business objectives & regulatory requirements. Build and maintain effective relationships with software providers, suppliers and technology partners. Act as a key point of contact for business system-related matters. Coordinate issue resolution & enhancement requests with third-party providers. Work collaboratively with colleagues across all departments to understand & support business requirements. Person Specification Quals & Experience Essential Educated to A level (or equiv) as a minimum. Experience supporting & administering business systems and applications including Microsoft 365. Experience working with 3rd party software providers. Desirable Experience within an FCA regulated business or knowledge of financial planning operations. Microsoft 365 certification or relevant IT, Business Systems or Business Analysis qualification. Experience of Intelliflo and/or Moneyinfo. Experience of CRM, workflow or document management systems. Experience working with Azure Virtual Desktop (AVD), VPNs or similar remote access environments. Knowledge & Skills Req'd Essential Understanding of business processes, workflows, data management, systems, administration and user support. Good working knowledge of Microsoft 365 applications. Strong analytical skills troubleshooting, problem-solving skills and attention to detail. Excellent communication and stakeholder management skills. Ability to identify and implement system and process improvements. Ability to manage multiple priorities and work independently. Ability to explain technical concepts to non-technical users. Desirable Process mapping and business analysis skills. Training and user adoption skills. Reporting and management information experience. Experience supporting technology and business change projects. If this role is of interest, please apply with an up to date CV. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice on our website.
