At a Glance
- Tasks: Manage SIPP customer portfolios and ensure top-notch service delivery.
- Company: Join Barnett Waddingham, a leader in pension administration.
- Benefits: Enjoy competitive salary, bonuses, and extensive benefits including private medical cover.
- Other info: Flexible working options and a supportive team environment await you.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in pensions and strong communication skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Join to apply for the Client Manager role at Barnett Waddingham.
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 have ambitious plans to grow our customer base. This role can be based in our Glasgow or Cheltenham office working on a hybrid basis.
We would love to hear from you if you have:
Responsibilities
- 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 with customers and with advisors on customer-specific requirements.
- Manage and mentor junior team members, providing training and support in customer and advisor relationship management.
Qualifications
- 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 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 including electric car leasing, tech scheme, cycle to work, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – up to 50% of gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and 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
Not quite the right opportunity for you this time?
For more about us and other Careers at BW, please click here
Follow Barnett Waddingham on LinkedIn
We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to careers@barnett-waddingham.co.uk.
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Client Manager in Glasgow employer: Barnett Waddingham
Barnett Waddingham is an excellent employer, offering a supportive work culture that values detail-oriented professionals in the IT sector. With hybrid working options available in vibrant locations like Birmingham and Amersham, employees benefit from a competitive package that includes a generous pension and annual bonus, alongside ample opportunities for personal and professional growth within a collaborative environment.
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We think this is how you could land Client Manager in Glasgow
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