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- Tasks: Manage and service a portfolio of SIPP clients, providing expert advice and support.
- Company: Join a growing consultancy with a focus on client relationships and SIPP expertise.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Be part of a dynamic team making a real difference in the financial services sector.
- Qualifications: Experience in SIPP management 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.
Senior SIPP Client Manager - Glasgow employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior SIPP Client Manager - Glasgow
✨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 in the SIPP space. We want you to be able to impress with your expertise and show that you’re the go-to person for technical support and compliance.
✨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, apply through our website to streamline the process and increase your chances of landing that interview!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for their team.
We think you need these skills to ace Senior SIPP Client Manager - Glasgow
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 aligns with what we’re looking for!
Showcase Your Skills: In your cover letter, don’t just list your skills—show us how you've used them in real situations. Talk about your experience with investment processing, compliance, and client interactions. We love seeing practical examples!
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it's industry-specific. We appreciate clarity and want to understand your experience without wading through fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 Technical Questions
Expect questions that dive deep into technical aspects like investment processing and drawdown elements. Practise explaining complex concepts clearly and concisely, as this will demonstrate your expertise and ability to communicate effectively with clients and intermediaries.
✨Showcase Your Client Management Skills
Since the role involves high levels of client contact, be ready to share examples of how you've successfully managed client relationships in the past. Highlight any strategies you've used to enhance client satisfaction and retention, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans and how they support their SIPP clients. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.