SIPP Client Manager

JohnstonGreer; Birmingham; On-site; GBP 28,000 - 32,000; Full time

Job summary

A leading consultancy firm in Birmingham is seeking an experienced SIPP Client Manager to manage a portfolio of SIPP clients. You will be responsible for servicing clients and advising on investment and drawdown elements, alongside setting up new schemes. The ideal candidate will have industry qualifications and strong sector knowledge, including legislation. This role offers a salary between £28,000 and £32,000 plus benefits.

Benefits

Benefits package

Qualifications

• Currently working in a SIPP environment dealing with scheme arrangements daily.
• Excellent knowledge of the sector including current and historic legislation.

Responsibilities

• Ongoing servicing of a portfolio of SIPP clients.
• Processing and advising on investment and drawdown elements.
• Setting up new schemes.

Skills

Knowledge of SIPP schemes

Client relationship management

Technical support

Education

Industry qualifications

Job description

SIPP Client Manager

£28,000 to £32,000 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.