Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and service a portfolio of SIPP clients with ongoing support and advice.
- Company: Dynamic consultancy specialising in SIPP products with a focus on client relationships.
- Benefits: Competitive salary, bonuses, and additional benefits.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in SIPP environments and strong knowledge of industry legislation.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 24000 - 28000 £ per year.
Overview
SIPP Client Manager £28,000 to £34,000 plus benefits and bonus. 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.
Responsibilities
- 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
Qualifications
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.
If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.
SIPP Client Manager - Dundee employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Client Manager - Dundee
✨Tip Number 1
Network like a pro! Reach out to your connections in the SIPP sector and let them know you're on the hunt for a new role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for SIPP Client Manager roles and practice your answers. We want you to feel confident and ready to showcase your expertise in servicing clients and handling compliance.
✨Tip Number 3
Show off your skills! Bring along examples of your work, like reports or illustrations you've created. This will help demonstrate your technical knowledge and experience in the SIPP environment, making you stand out from the crowd.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace SIPP Client Manager - Dundee
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SIPP Client Manager role. Highlight your experience in servicing SIPP clients and any relevant qualifications you have. We want to see how your background fits with what we do!
Showcase Your Skills: In your cover letter, showcase your skills in processing investments and providing technical support. Use specific examples to demonstrate your expertise in the SIPP environment. This helps us see how you can contribute to our team.
Be Clear and Concise: When writing your application, be clear and concise. Avoid jargon unless it’s relevant to the role. We appreciate straightforward communication, so make it easy for us to understand your qualifications and experience.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at JohnstonGreer Ltd
✨Know Your SIPP Inside Out
Make sure you brush up on your knowledge of SIPP schemes, including the latest legislation and compliance requirements. Being able to discuss specific examples from your experience will show that you’re not just familiar with the theory but can apply it in practice.
✨Prepare for Client Scenarios
Think about common client scenarios you’ve encountered and how you handled them. Be ready to share these experiences during the interview, as they’ll demonstrate your problem-solving skills and ability to manage client relationships effectively.
✨Showcase Your Technical Skills
Since the role involves processing and advising on investments and drawdown elements, be prepared to discuss any relevant software or tools you’ve used. Highlighting your technical proficiency will reassure the interviewers that you can hit the ground running.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans or their approach to client servicing. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
