Pensions / SIPP Client Services

Michael Page (UK); Manchester; On-site; GBP 46,000 - 48,000; Full time

Job summary

A leading financial services organization is seeking a Senior Consultant for Pensions / SIPP Client Services based in Manchester. The role involves managing pension inquiries, providing client support, and ensuring compliance with regulations. Ideal candidates will have a strong background in pensions, excellent communication skills, and a minimum of 5 years of industry experience.

Qualifications

• 5 years of industry experience required.
• Excellent verbal and written communication skills.
• Ability to work under pressure and multi-task.

Responsibilities

• Ensure timely response to client pension inquiries.
• Act as an escalation point for SIPP queries and maintain technical expertise.
• Manage client data effectively and support continuous improvement.

Skills

Interpersonal skills

Analytical ability

Problem solving

Attention to detail

Time management

Education

Undergraduate degree or equivalent training

Pension qualifications (R04 or equivalent)

Job description

• immediate Financial Services role based in Manchester
• Client Services role within pensions, permanent, £48k +£12k Bi-annual Bonuses

About Our Client

Our client is an esteemed organisation in the Financial Services industry. With a global presence and a team of over 10,000 dedicated employees, they are committed to providing top-tier financial solutions and services. They are renowned for their customer-centric approach and their dedication to innovation and integrity. They have offices in London and Manchester within the UK, this role is based in the Manchester location.

Job Description

Pensions / SIPP Client Services, Manchester location:

• Ensure that all client pension inquiries are responded to within defined service levels and in line with business standards
• Understands client's needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the SIPP.
• Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team
• Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties
• Manages client data for internal record keeping purposes and is risk aware
• Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations
• Provides constructive feedback and recommendations to achieve product and service enhancements
• Supports continuous improvement initiatives for internal and external processes and services
• Participates in special projects and fosters strong professional relationships with internal and/or external partners
• Self-starter with a can do attitude
• Adapts to change in a positive manner
• Champions excellence and attention to detail

The Successful Applicant

Pensions / SIPP Client Services

• Undergraduate degree or equivalent combination of training and experience
• Preferably possess relevant pension qualifications (R04 or equivalent)
• Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
• Minimum 5 year industry experience
• Excellent interpersonal, verbal and written communication skills
• Strong analytical ability and problem solving skills
• Attention to detail, follow through, good judgement and flexibility
• Excellent time management and organisational skills
• Ability to multi-task and adjust to change and ambiguity in a positive manner
• Ability to work under pressure

What's on Offer

• Pensions / SIPP Client Services
• Permanent role
• Financial Services, pensions specifically
• Salary £46-48k, plus bonuses