Job Description
SIPP Client Manager
£28,000 to £34,000 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.
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.
JohnstonGreer is a recruitment agency that specialises in the Pension and Financial Services sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
SIPP Client Manager in Glasgow employer: JohnstonGreer
As a leading wealth management firm based in Edinburgh, we pride ourselves on fostering a collaborative and supportive work culture that empowers our Paraplanners to excel. With competitive salaries, comprehensive benefits, and dedicated exam support, we are committed to your professional growth and success while providing you the opportunity to work with high-net-worth clients on complex financial matters.
