SIPP Client Manager: Advisory & Services Lead

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

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.