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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 benefits and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in the SIPP industry.
- Qualifications: Experience in a SIPP environment and knowledge of relevant legislation.
- Other info: Exciting opportunity for career advancement in a supportive environment.
The predicted salary is between 24000 - 28800 £ 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 - Glasgow employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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 related to SIPPs. 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 - 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 fits with what we do!
Showcase Your Skills: In your cover letter, showcase your skills in processing investments and advising on drawdown elements. We love seeing candidates who can demonstrate their technical knowledge and client management abilities.
Be Clear and Concise: Keep your application clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially when it comes to complex topics like SIPP schemes.
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 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 current role will show that you’re not just familiar with the basics but are truly engaged with the industry.
✨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 investment and drawdown elements, be prepared to discuss any technical tools or software you’ve used in your current position. Highlighting your proficiency in these areas can set you apart from other candidates.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans and how the SIPP team fits into that vision. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
