SIPP Client Manager

JohnstonGreer; Glasgow; On-site; GBP 28,000 - 34,000; Full time

Job summary

JohnstonGreer in Glasgow is seeking a SIPP Client Manager to oversee a portfolio of SIPP clients and provide ongoing servicing. You will advise on investments, drawdowns, and scheme set-ups, generate illustrations, and deliver technical support and compliance across the client base.

The role requires strong client and intermediary contact, a solid understanding of SIPP products, and a track record in a SIPP environment.

Responsibilities

• 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.

Job description

SIPP Client Manager

£28,000 to £34,000 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.