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- Tasks: Manage SIPP client portfolios, provide investment advice, and ensure compliance.
- Company: Join JohnstonGreer, a leading recruitment agency in the Pension and Financial Services sectors.
- Benefits: Enjoy a competitive salary of £28,000 to £31,000 plus additional benefits.
- Why this job: Be part of a growing team with opportunities for professional development and client interaction.
- Qualifications: Experience in a SIPP environment and industry qualifications are preferred.
- Other info: This role offers a chance to work directly with clients and intermediaries.
The predicted salary is between 24000 - 31000 £ per year.
SIPP Client Manager
£28,000 to £31,000 plus benefits
Our client, a consultancy specializing in SIPP products, is seeking a SIPP Client Manager to join their expanding team. The company distributes its products directly to clients and through intermediaries. Due to growth and increased investment, they are looking to add to their team.
Responsibilities include:
- Ongoing servicing of a portfolio of SIPP clients
- Processing and advising on investment and drawdown elements
- Setting up new schemes
- Preparing illustrations
- Providing technical support
- Performing calculations and benefits analysis
- Generating reports
- Ensuring compliance
- Maintaining high levels of contact with clients and intermediaries
Candidate requirements:
- Current experience working in a SIPP environment, managing scheme arrangements daily
- Industry qualifications are desirable
- Excellent knowledge of the sector, including current and historic legislation
If you\’re interested in this position, please click the apply button below or email your details to info@johnstongreer.co.uk.
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job seeking services.
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SIPP Client Manager employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Client Manager
✨Tip Number 1
Make sure to network with professionals in the SIPP and financial services sectors. Attend industry events or webinars where you can meet potential colleagues and employers, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest legislation and trends in the SIPP market. Being knowledgeable about current changes will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider reaching out to current or former employees of the company you're applying to. They can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Prepare specific examples from your past experience that showcase your skills in client management and technical support within a SIPP environment. Tailoring your responses to highlight relevant experiences can set you apart from other candidates.
We think you need these skills to ace SIPP Client Manager
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 SIPP clients, processing investments, and compliance requirements.
Tailor Your CV: Highlight your relevant experience in the SIPP environment. Emphasise your knowledge of scheme arrangements, investment processes, and any industry qualifications you possess. Make sure your CV reflects how your skills align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to manage client portfolios and provide technical support. Personalise it to reflect why you want to work with this consultancy.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at JohnstonGreer
✨Know Your SIPP Inside Out
Make sure you have a solid understanding of SIPP products, current legislation, and industry trends. Be prepared to discuss specific examples from your experience that demonstrate your expertise in managing SIPP clients.
✨Showcase Your Client Management Skills
Since the role involves high levels of client contact, be ready to share how you've successfully managed client relationships in the past. Highlight your communication skills and any strategies you've used to ensure client satisfaction.
✨Prepare for Technical Questions
Expect questions related to investment processing, drawdown elements, and compliance. Brush up on technical aspects and be ready to explain complex concepts in simple terms, as this will showcase your ability to support clients effectively.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you've had to resolve issues or challenges in a SIPP environment. Be prepared to discuss these situations during the interview, focusing on your thought process and the outcomes of your actions.
