SIPP Client Manager | Pensions & Investments Specialist

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

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.