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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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Failed SIPP firm clients updated ahead of legal judgment
Clients of failed SIPP provider Hartley Pensions Limited - who have had funds ring-fenced - have been given an update from joint administrators UHY Hacker Young ahead of a legal judgment expected in late October.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
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Account Executive SSAS Accounts - Bristol - up to £25k (2111)
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