Client Manager

Barnett Waddingham; Glasgow; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Competitive discretionary annual bonus

Private medical cover

Up to 30 days holiday per year

Critical illness cover

Sports Allowance

Job summary

A financial services company is seeking a Client Manager in Glasgow to oversee SIPP customer accounts, ensuring compliance and high service standards. The ideal candidate has experience in pensions and excellent interpersonal skills. This role offers a hybrid work model and competitive benefits package, including a discretionary bonus and extensive voluntary benefits.

Qualifications

• Understanding of the SIPP/SSAS marketplace is desirable.
• Ability to manage and mentor junior team members.

Responsibilities

• Oversee a portfolio of SIPP customers and their financial advisors.
• Ensure compliance with FCA regulations.
• Manage administration of SIPP accounts.

Skills

Experience in pensions

Excellent communication skills

Interpersonal skills

Education

GCSE Maths and English at grade C/5 or equivalent

Job description

Overview

Join to apply for the Client Manager role at Barnett Waddingham.

We are seeking a Client Manager to support our SIPP team. The SIPP business area provides administration and trusteeship services to over 70,000 self-invested personal pension arrangements for members, both advised and non-advised, and have ambitious plans to grow our customer base. This role can be based in our Glasgow or Cheltenham office working on a hybrid basis.

We would love to hear from you if you have:

Responsibilities

• Oversee and manage a portfolio of SIPP customers and their associated financial advisors, ensuring high-quality service delivery and satisfaction for both parties.
• Develop and maintain strong relationships with both customers and advisors, acting as the nominated point of contact for complex queries and issues.
• Ensure compliance with FCA regulations, particularly the Consumer Duty legislation, including the proper handling of vulnerable customers.
• Monitor and evaluate customer accounts to identify opportunities for improvement and value addition, communicating these to customers and advisors when appropriate.
• Manage the administration of SIPP accounts, including transfers, investments, and withdrawals, liaising with customers and with advisors on customer-specific requirements.
• Manage and mentor junior team members, providing training and support in customer and advisor relationship management.

Qualifications

• GCSE Maths and English at grade C/5 or equivalent is preferred
• Experience in pensions is essential
• Knowledge of the SIPP/SSAS marketplace, including property investments in a SSAS/SIPP wrapper is desirable
• Excellent communication and interpersonal skills are essential

What’s in it for you

• Competitive discretionary annual bonus and salary review
• Core benefits including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading
• A comprehensive range of voluntary benefits including electric car leasing, tech scheme, cycle to work, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – up to 50% of gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and retailer discounts
• For a full list of benefits, please click here

Happy to talk flexible working.

Accessibility

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [e-mail].