Client Relationship Manager

IDEX Consulting; Leicester; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid working

Exam support

Career progression

Job summary

IDEX Consulting is seeking an experienced Pensions Administrator with strong SIPP or SSAS expertise to join our pensions team. You will support advisers and senior stakeholders while managing a varied client portfolio, collaborating with the Team Leader and CRM team.

The role offers hybrid working with two days in the office, along with exam support and development opportunities for long-term career progression within a stable, growing business.

Qualifications

• Experience administering SIPP and/or SSAS schemes.
• Strong understanding of pension regulations and compliance requirements.
• Confident communicator with a professional, client-focused approach.
• Highly organized, detail-driven and able to manage a busy workload.

Responsibilities

• Managing and administering a portfolio of SIPP and SSAS schemes.
• Acting as first point of contact for clients, advisers and product providers.
• Processing new business, ongoing servicing and scheme events.
• Ensuring all FCA and HMRC deadlines are met.
• Maintaining accurate client records and audit-ready files.
• Preparing documentation and handling routine correspondence.
• Organising and prioritising workloads while managing client expectations.

Skills

SIPP/SSAS administration

Pension regulations

Client communication

Organization and time management

Job description

Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued?

This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio.

The role

Working closely with the Team Leader and wider CRM team, you\'ll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers.

• Managing and administering a portfolio of SIPP and SSAS schemes
• Acting as first point of contact for clients, advisers and product providers
• Processing new business, ongoing servicing and scheme events
• Ensuring all FCA and HMRC deadlines are met
• Maintaining accurate client records and audit-ready files
• Preparing documentation and handling routine correspondence
• Organising and prioritising workloads while managing client expectations

Experience required

• Experience administering SIPP and/or SSAS schemes
• Strong understanding of pension regulations and compliance requirements
• Confident communicator with a professional, client-focused approach
• Highly organised, detail-driven and able to manage a busy workload

What\'s on offer

• Salary up to £35,000
• Hybrid working 2 days in the office
• Exam support and development opportunities
• Long-term career progression within a stable, growing business

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.