SIPP Client Manager - Manchester

JohnstonGreer Ltd; Manchester; On-site; GBP 28,000 - 31,000; Full time

Job summary

A consultancy specializing in financial services is seeking a SIPP Client Manager to join their expanding team in Manchester. The successful candidate will manage a portfolio of SIPP clients, process investments, and ensure compliance. Ideal applicants will have current experience in the SIPP environment and strong knowledge of sector legislation. Competitive salary offered with additional benefits.

Qualifications

• Current experience working in a SIPP environment, managing scheme arrangements daily.
• Industry qualifications are desirable.
• Excellent knowledge of the sector, including current and historic legislation.

Responsibilities

• Ongoing servicing of a portfolio of SIPP clients.
• Processing and advising on investment and drawdown elements.
• Setting up new schemes.
• Preparing illustrations.
• Providing technical support.
• Performing calculations and benefits analysis.
• Generating reports.
• Ensuring compliance.
• Maintaining high levels of contact with clients and intermediaries.

Skills

Experience in SIPP environment

Knowledge of current and historic legislation

Job description

SIPP Client Manager

£28,000 to £31,000 plus benefits

Our client, a consultancy specializing in SIPP products, is seeking a SIPP Client Manager to join their expanding team. The company distributes its products directly to clients and through intermediaries. Due to growth and increased investment, they are looking to add to their team.

Responsibilities include:

1. Ongoing servicing of a portfolio of SIPP clients
2. Processing and advising on investment and drawdown elements
3. Setting up new schemes
4. Preparing illustrations
5. Providing technical support
6. Performing calculations and benefits analysis
7. Generating reports
8. Ensuring compliance
9. Maintaining high levels of contact with clients and intermediaries

Candidate requirements:

• Current experience working in a SIPP environment, managing scheme arrangements daily
• Industry qualifications are desirable
• Excellent knowledge of the sector, including current and historic legislation

If you're interested in this position, please click the apply button below or email your details to [e-mail].

JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.