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- Tasks: Manage SIPP client portfolios and provide expert advice on investments and drawdowns.
- Company: Join a growing consultancy that focuses on SIPP products and client satisfaction.
- Benefits: Enjoy a competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in the financial services sector.
- Qualifications: Experience in SIPP management and industry qualifications are preferred.
- Other info: This role offers a chance to work closely with clients and intermediaries.
The predicted salary is between 24000 - 28000 £ per year.
SIPP Client Manager
£28,000 to £32,000 plus benefits
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.
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SIPP Client Manager - Manchester employer: JohnstonGreer Ltd
Contact Detail:
JohnstonGreer Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Client Manager - Manchester
✨Tip Number 1
Network with professionals in the SIPP sector. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends. This can help you gain insights and possibly even referrals for the position.
✨Tip Number 2
Stay updated on current and historic legislation related to SIPPs. Being knowledgeable about regulatory changes will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed client portfolios or resolved complex issues. Real-life examples will showcase your experience and problem-solving skills, making you a more attractive candidate.
✨Tip Number 4
Familiarise yourself with the company's products and services before the interview. Understanding their offerings will allow you to tailor your responses and show genuine interest in how you can contribute to their team.
We think you need these skills to ace SIPP Client Manager - Manchester
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a SIPP Client Manager. Familiarise yourself with the key tasks such as servicing clients, processing investments, and ensuring compliance.
Tailor Your CV: Highlight your current experience in a SIPP environment. Emphasise any relevant qualifications and specific achievements that demonstrate your expertise in managing scheme arrangements and client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your knowledge of the sector and your understanding of current legislation. Explain why you are passionate about the role and how your skills align with the company's needs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at JohnstonGreer Ltd
✨Showcase Your SIPP Knowledge
Make sure to brush up on your knowledge of SIPP products and current legislation. Be prepared to discuss specific examples from your experience that demonstrate your understanding of the sector.
✨Demonstrate Client Management Skills
Since the role involves ongoing servicing of clients, highlight your experience in managing client relationships. Share stories that illustrate how you've maintained high levels of contact and provided excellent service.
✨Prepare for Technical Questions
Expect questions related to investment processing, drawdown elements, and compliance. Review common calculations and benefits analysis to ensure you can confidently answer any technical queries.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the company and the role. Inquire about their growth plans or how they support their team in staying updated with industry changes.
