At a Glance
- Tasks: Manage SIPP client portfolios, providing advice and processing investments.
- Company: Join a growing consultancy with a focus on SIPP products.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in the financial services sector.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in SIPP environments and strong knowledge of industry legislation.
The predicted salary is between 44595 - 54505 £ per year.
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.
You will be responsible for:
- 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.
SIPP Client Manager in Edinburgh employer: JohnstonGreer Careers
JohnstonGreer is an exceptional employer, offering a dynamic work environment where SIPP Client Managers can thrive. With a strong focus on employee growth and development, the company provides comprehensive training and support, ensuring that team members are well-equipped to excel in their roles. Located in a vibrant area, JohnstonGreer fosters a collaborative culture that values innovation and client satisfaction, making it an ideal place for professionals seeking meaningful and rewarding careers in the financial services sector.
