SIPP Client Manager

JohnstonGreer

Posted 19 days ago, valid for 4 days

Manchester, Greater Manchester M17 1DJ, England

Full Time

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Sonic Summary

A SIPP Client Manager position is available with a salary range of £28,000 to £31,000 plus benefits.
The role requires candidates to have experience working in a SIPP environment and dealing with scheme arrangements daily.
Responsibilities include servicing a portfolio of SIPP clients, processing investments, setting up new schemes, and providing technical support.
Industry qualifications are desirable, along with a strong knowledge of current and historic legislation in the sector.
JohnstonGreer, a recruitment agency specializing in Pension and Financial Services, is handling the recruitment for this position.

SIPP Client Manager

£28,000 to £31,000 plus benefits

SIPP specialist required by this consultancy that distributes their products directly with clients and via the intermediary channel. Growth in new business and further investment in the company has resulted in the expansion of the existing team.

You will be responsible for –

ongoing servicing of a portfolio of SIPP clients
processing and advising on investment and drawdown elements
setting up of new schemes
illustrations
technical support
calculations and benefits
reports
compliance
high level of contact with clients and intermediaries.

Candidates will be currently working in a SIPP environment dealing with scheme arrangements daily. Industry qualifications are desirable and you will have excellent knowledge of the sector including current and historic legislation.

JohnstonGreer is a recruitment agency that specialises in the Pension and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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