Senior SIPP Client Manager - Glasgow

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

Job summary

A financial consultancy in Glasgow is seeking a SIPP Client Manager to service a portfolio of SIPP clients and provide technical support. The ideal candidate will have extensive knowledge of SIPP regulations and a strong background in client management. This role offers a competitive salary of £28,000 to £32,000 plus benefits.

Qualifications

• Experience in a SIPP environment managing scheme arrangements.
• Excellent knowledge of historical and current SIPP legislation.

Responsibilities

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

Skills

Knowledge of SIPP regulations

Client management

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.