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For Companies At a Glance
- Tasks: Manage a portfolio of SSAS clients and ensure compliance with regulations.
- Company: Barnett Waddingham provides professional services to thousands of retirement schemes.
- Benefits: Enjoy flexible working, competitive bonuses, and a range of health and lifestyle perks.
- Why this job: Join a supportive team and make a real impact in client relationships.
- Qualifications: Experience with SSAS/SIPP and strong IT skills are essential.
- Other info: Hybrid working available across multiple UK locations.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a Client Manager to support our SIPP team. The SIPP business area provides administration and trusteeship services to over 70,000 self‑invested personal pension arrangements for members, both advised and non‑advised, and has an ambitious plan to grow our customer base. This role can be based in our Glasgow or Cheltenham office, working on a hybrid basis. Snapshot of your day Oversee and manage a portfolio of SIPP customers and their associated financial advisors, ensuring high‑quality service delivery and satisfaction for both parties. Develop and maintain strong relationships with both customers and advisors, acting as the nominated point of contact for complex queries and issues. Ensure compliance with FCA regulations, particularly the Consumer Duty legislation, including the proper handling of vulnerable customers. Monitor and evaluate customer accounts to identify opportunities for improvement and value addition, communicating these to customers and advisors when appropriate. Manage the administration of SIPP accounts, including transfers, investments, and withdrawals, liaising customers and with advisors on customer‑specific requirements. Manage and mentor junior team members, providing training and support in customer and advisor relationship management. We would love to hear from you if you have GCSE Maths and English at grade C/5 or equivalent is preferred Experience in pensions is essential Knowledge of the SIPP/SSAS marketplace, including property investments in a SSAS/SIPP wrapper is desirable. Excellent communication and interpersonal skills are essential. What\’s in it for you Competitive discretionary annual bonus and salary review Core benefits for you including private medical cover, life assurance (x4 – x10), group income protection (65%), and up to 30 days holiday per year with holiday trading A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts For a full list of benefits, please click here Happy to talk flexible working. Accessibility We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here Seniority level Mid‑Senior level Employment type Full‑time Job function Administrative #J-18808-Ljbffr
Client Manager employer: Barnett Waddingham
Contact Detail:
Barnett Waddingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to SSAS and SIPPs. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the industry, especially those who work with SSAS or SIPPs. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in client management during interviews. Be ready to share specific examples of how you've successfully handled client queries or built relationships in previous roles.
✨Tip Number 4
Research Barnett Waddingham's values and recent projects. Tailoring your conversation to align with their mission and showcasing your enthusiasm for their work can set you apart from other candidates.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Manager at Barnett Waddingham. Familiarise yourself with SSAS and SIPP concepts, as well as the specific tasks mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience with SSAS or SIPPs. Emphasise any client-facing roles you've had and showcase your administrative skills, particularly in complex tasks like fund splits and investment paperwork.
Craft a Strong Cover Letter: Write a compelling cover letter that connects your experience to the job requirements. Mention your understanding of regulatory compliance and your ability to build business relationships, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves managing sensitive information.
How to prepare for a job interview at Barnett Waddingham
✨Know Your SSAS and SIPP Basics
Make sure you brush up on your knowledge of Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP). Be prepared to discuss how these schemes operate and the regulatory requirements involved, as this will show your expertise and confidence in the subject matter.
✨Demonstrate Client Interaction Skills
Since the role involves direct client interaction, think of examples from your past experiences where you've successfully managed client relationships. Highlight your communication skills and how you've resolved client queries effectively, as this will be crucial for the Client Manager position.
✨Showcase Your Technical Proficiency
Familiarise yourself with Microsoft Excel, Word, and Outlook, as these tools are essential for the role. Be ready to discuss how you've used these applications in previous roles, especially in relation to complex administration tasks or data management.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and expectations for the Client Manager role. This not only shows your interest in the position but also helps you determine if the company is the right fit for you.
