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For Companies At a Glance
- Tasks: Manage a client portfolio and deliver top-notch customer service in pensions.
- Company: Join a leading investment management firm in Manchester during its exciting growth phase.
- Benefits: Enjoy a competitive salary up to 50k, bonuses, and comprehensive benefits.
- Why this job: Great opportunity for career growth with full training and a chance to make an impact.
- Qualifications: Degree or equivalent experience, plus relevant pension qualifications like RO4.
- Other info: Act as an expert in SIPP and help clients navigate complex pension rules.
The predicted salary is between 36000 - 60000 £ per year.
Senior SIPP Consultant – Manchester – up to 50k plus bonus and benefits.
We have a fantastic opportunity for a Senior SIPP Consultant to join a leading investment management firm based in Manchester. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.
As a Senior SIPP Consultant you will be responsible for a portfolio of clients where you will deliver outstanding customer service and use your pension knowledge to provide service to our clients.
Key Responsibilities:
- An SME within SIPP, maintaining technical expertise and keeping up to date with recent legislation.
- Understands client’s needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the clients SIPP.
- Acts as an escalation point for the SIPP queries team.
- Communicates effectively and able to translate complex pension rules into terms that resonate with clients.
Competencies & Experiences:
- Degree or equivalent combination of training or experience
- Relevant pension qualification (RO4 or equivalent)
- Previous client experience dealing with SIPP and retirement
This is a fantastic opportunity with long term career prospects; full training will be given in all aspects of the role.
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.
Senior SIPP Consultant employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior SIPP Consultant
✨Tip Number 1
Familiarize yourself with the latest SIPP regulations and legislation. Being well-versed in current laws will not only boost your confidence but also demonstrate your commitment to staying updated in this field.
✨Tip Number 2
Practice explaining complex pension concepts in simple terms. This skill is crucial for a Senior SIPP Consultant, as you'll need to communicate effectively with clients who may not have a financial background.
✨Tip Number 3
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with others and gain insights that could help you in your role.
✨Tip Number 4
Prepare to discuss your previous client experiences in detail. Highlight specific situations where you successfully managed SIPP-related queries or provided exceptional customer service to showcase your expertise.
We think you need these skills to ace Senior SIPP Consultant
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Senior SIPP Consultant. Highlight your experience with pension accumulation and de-accumulation phases in your application.
Showcase Your Expertise: Emphasize your technical expertise in SIPP and any relevant qualifications, such as RO4. Mention how you stay updated with recent legislation and industry changes.
Client-Centric Approach: Demonstrate your ability to understand client needs and expectations. Provide examples of how you've successfully communicated complex pension rules to clients in the past.
Tailor Your CV: Customize your CV to reflect the key competencies and experiences mentioned in the job description. Make sure to include any previous client experience dealing with SIPP and retirement.
How to prepare for a job interview at Bruin
✨Show Your Pension Expertise
As a Senior SIPP Consultant, it's crucial to demonstrate your technical knowledge of pensions. Be prepared to discuss recent legislation changes and how they impact clients. This will show that you are not only knowledgeable but also proactive in staying updated.
✨Understand Client Needs
During the interview, emphasize your ability to understand and anticipate client needs. Share examples of how you've successfully tailored your approach to meet client expectations in previous roles. This will highlight your customer service skills and your understanding of the SIPP landscape.
✨Communicate Complex Concepts Simply
Practice explaining complex pension rules in simple terms. The interviewers will be looking for your ability to communicate effectively with clients who may not have a financial background. Use relatable analogies or examples to illustrate your points.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to act as an escalation point for SIPP queries. Think about past experiences where you resolved complex issues and be ready to walk the interviewers through your thought process and solution.
