SIPP Client Manager - Dundee

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

Job summary

A financial consultancy based in Dundee is seeking a SIPP Client Manager to manage a portfolio of clients, focusing on ongoing servicing, investment advising, and compliance. Candidates should possess strong knowledge of the SIPP sector and preferably hold relevant qualifications. This role offers a competitive salary between £28,000 and £34,000, plus benefits and a bonus. Interested applicants can apply directly or via email.

Qualifications

• Experience in a SIPP environment dealing with scheme arrangements daily.
• Strong understanding of current and historic legislation in the sector.

Responsibilities

• Service a portfolio of SIPP clients ongoing.
• Process and advise on investment and drawdown elements.
• Set up new schemes and prepare illustrations.
• Provide technical support and ensure compliance.

Skills

Knowledge of SIPP sector

Client communication

Compliance understanding

Education

Relevant industry qualifications

Job description

Overview

SIPP Client Manager £28,000 to £34,000 plus benefits and bonus

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.

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.

Qualifications

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.

If you are interested in this position click the apply button below or you can email your details to [e-mail]. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.