SIPP Client Manager - Edinburgh

JohnstonGreer Ltd; City of Edinburgh; On-site; GBP 28,000 - 32,000; Full time

Job summary

A consultancy firm in the financial services sector seeks a SIPP Client Manager to service and advise a portfolio of SIPP clients. The role requires strong knowledge of the SIPP environment, including investment processing and compliance. Candidates should have industry qualifications and a solid grasp of legislation affecting the sector. Benefits include a competitive salary and opportunities for growth.

Qualifications

• Currently working in a SIPP environment.
• Excellent knowledge of current and historic legislation.

Responsibilities

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

Skills

SIPP knowledge

Client servicing

Technical support

Investment processing

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.

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.

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.