Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and service a portfolio of SIPP clients, providing expert advice and support.
- Company: Join a growing consultancy with a focus on SIPP products and client relationships.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real difference in the financial services sector.
- Qualifications: Experience in a SIPP environment and strong knowledge of industry legislation.
- Other info: Exciting opportunity for career advancement in a supportive work culture.
The predicted salary is between 24000 - 32000 £ 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.
You will be responsible for:
- 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.
SIPP Client Manager in Dundee employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Client Manager in 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! 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 underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a leg up. Plus, it’s super easy to navigate and find the perfect fit for your skills.
We think you need these skills to ace SIPP Client Manager in 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 advising on drawdown elements. We love seeing candidates who can demonstrate their technical knowledge and client management abilities.
Be Clear and Concise: When writing your application, be clear and concise. Use bullet points where possible to make it easy for us to read through your experience and achievements. We appreciate straightforward communication!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at JohnstonGreer
✨Know Your SIPP Inside Out
Make sure you brush up on your knowledge of SIPP products and the latest legislation. Being able to discuss specific investment strategies or compliance issues will show that you're not just familiar with the basics, but that you’re genuinely engaged with the sector.
✨Prepare for Client Scenarios
Think about common client scenarios you might face in the role. Prepare examples of how you've handled similar situations in the past, focusing on your problem-solving skills and ability to communicate effectively with clients and intermediaries.
✨Showcase Your Technical Skills
Since the role involves processing and advising on technical aspects, be ready to discuss your experience with calculations, illustrations, and benefits reports. If you have any relevant qualifications, make sure to highlight them during the interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s growth plans or their approach to client servicing. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
