JohnstonGreer in Glasgow is seeking a SIPP Client Manager to oversee a portfolio of SIPP clients and provide ongoing servicing. You will advise on investments, drawdowns, and scheme set-ups, generate illustrations, and deliver technical support and compliance across the client base.
The role requires strong client and intermediary contact, a solid understanding of SIPP products, and a track record in a SIPP environment.
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SIPP Client Manager: Advisory & Services Lead in Glasgow employer: JohnstonGreer
As an Independent Financial Advisor with our esteemed Wealth Manager, you will thrive in a supportive environment that prioritises professional growth and client satisfaction. Our culture fosters collaboration and innovation, offering competitive salaries, bonuses, and comprehensive benefits, all while allowing you to build meaningful relationships within the financial community. Join us in a location that not only provides a vibrant professional landscape but also encourages a balanced lifestyle, making it an exceptional place to advance your career.
