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- Tasks: Manage and service a portfolio of SIPP clients with ongoing support and advice.
- Company: Join a growing consultancy in the financial services sector.
- Benefits: Competitive salary, plus additional benefits and career development opportunities.
- Other info: Exciting opportunity for growth in a supportive and collaborative workplace.
- 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 required.
The predicted salary is between 24000 - 28000 £ 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.
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
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.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
SIPP Client Manager - Edinburgh employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Client Manager - Edinburgh
✨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! Brush up on your knowledge of current and historic legislation related to SIPP schemes. Being able to discuss these topics confidently will show potential employers that you're the real deal.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. When you find a role that excites you, make sure to apply through our website for a smoother process!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and the company.
We think you need these skills to ace SIPP Client Manager - Edinburgh
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 application, don’t just list your responsibilities; showcase your skills! Talk about how you've handled investment and drawdown elements or provided technical support. We love seeing real examples of your expertise.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showing your enthusiasm for the role. Let us know why you’re excited to join our team!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
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 might encounter in this role. Prepare to discuss how you would handle various situations, such as advising on investment options or managing drawdown requests. This will demonstrate your problem-solving skills and client management abilities.
✨Showcase Your Communication Skills
Since this role involves high levels of contact with clients and intermediaries, be ready to highlight your communication skills. Share examples of how you've effectively communicated complex information in the past, whether through reports, presentations, or direct client interactions.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company’s growth plans, team dynamics, or specific challenges they face in the SIPP market. This shows your genuine interest in the role and helps you assess if it's the right fit for you.