SIPP Client Manager - Manchester

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

Job summary

A financial services consultancy in Manchester is seeking a SIPP Client Manager to support a portfolio of clients. The role requires expertise in SIPP, involving client interactions, investment advising, and technical support. Candidates should have substantial experience in the SIPP industry and relevant qualifications. The position offers a salary between £28,000 and £32,000 plus benefits.

Qualifications

• Candidates will have ongoing servicing experience of SIPP clients.
• 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 of new schemes.

Skills

Experience in a SIPP environment

Knowledge of current and historic legislation

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.