SIPP Manager

SIPP Manager

Bristol Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead SIPP management and ensure smooth client account transfers.
  • Company: Respected pensions provider undergoing exciting transformation.
  • Benefits: Top-tier salary, hybrid working, and exposure to high-value portfolios.
  • Why this job: Make a real impact in a dynamic environment while leading a team.
  • Qualifications: Extensive SIPP experience and strong knowledge of UK pensions legislation.
  • Other info: Collaborative culture with opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

This is a rare and exciting opportunity for an experienced pensions professional to step into a SIPP Manager role within a highly respected provider during a key transitional phase. You’ll take the lead in managing and reconciling SIPP portfolios while supporting the successful transfer of client accounts to new operators.

If you’re looking for a role where your expertise will make a real difference - and where your leadership will directly impact operational excellence - this could be the ideal next step for you.

Role Overview

As the SIPP Manager, you will:

  • Oversee a portfolio of SIPP accounts, ensuring accurate administration and client satisfaction.
  • Manage the end-to-end reconciliation and transfer of SIPPs to new providers.
  • Handle complex cases, including those involving commercial property or other specialist assets.
  • Deliver exceptional service across processes such as drawdowns, death benefits, disinvestments, and crystallisation splits.
  • Liaise with multiple stakeholders - including clients, IFAs, and internal teams - to ensure smooth case management.
  • Provide leadership and guidance to junior colleagues, promoting continuous improvement across processes.
About You

You’ll bring:

  • Extensive experience in SIPP and/or SSAS administration at a senior level.
  • Strong technical knowledge of UK pensions legislation and regulatory frameworks.
  • Proven experience managing pension transfers and reconciliations.
  • Exceptional organisational skills with meticulous attention to detail.
  • The ability to mentor and support team members in a collaborative environment.

If you’re someone who enjoys taking ownership, thrives under pressure, and values precision and people equally - we’d love to hear from you.

Company Profile

Our client is a respected and established pensions provider recognised for their professionalism, integrity, and commitment to client care. Currently navigating a period of transformation, they are seeking driven professionals who can contribute to their continued success while maintaining operational excellence.

What’s in it for you?
  • Competitive salary (top 10% of the pensions market)
  • Opportunity to play a pivotal role in a business transformation project
  • Hybrid working – flexible balance between home and office after training
  • Exposure to complex, high-value portfolios within a dynamic environment
  • Collaborative and supportive culture with opportunities to make a real impact
About Walker & Sloan

Walker & Sloan are a B Corp certified, bespoke recruitment consultancy operating across four core sectors. I’m James Coyle, a specialist in the Business Support sector, partnering with leading organisations across the UK to connect outstanding professionals with exceptional opportunities. All applications are treated in the strictest confidence.

SIPP Manager employer: Walker and Sloan Ltd

As a SIPP Manager with our esteemed pensions provider, you will join a collaborative and supportive culture that values your expertise and leadership. With competitive salaries in the top 10% of the pensions market and the flexibility of hybrid working, this role offers you the chance to make a significant impact during a transformative phase while managing complex portfolios. Our commitment to employee growth ensures you will thrive in an environment that promotes continuous improvement and professional development.
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Contact Detail:

Walker and Sloan Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land SIPP Manager

✨Tip Number 1

Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for a SIPP Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge of UK pensions legislation. Be ready to discuss how your experience aligns with managing complex cases and ensuring client satisfaction. Confidence is key!

✨Tip Number 3

Showcase your leadership skills! Think of examples where you've mentored junior colleagues or improved processes. This will demonstrate your ability to contribute to operational excellence, which is crucial for the SIPP Manager role.

✨Tip Number 4

Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, we’re here to support you throughout the process, so don’t hesitate to reach out if you need any help.

We think you need these skills to ace SIPP Manager

SIPP Administration
SSAS Administration
UK Pensions Legislation Knowledge
Regulatory Frameworks Understanding
Pension Transfers Management
Reconciliation Skills
Organisational Skills
Attention to Detail
Leadership Skills
Mentoring and Coaching
Stakeholder Liaison
Client Relationship Management
Problem-Solving Skills
Ability to Work Under Pressure

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the SIPP Manager role. Highlight your experience in SIPP and SSAS administration, and don’t forget to showcase your leadership skills. We want to see how you can make a real difference!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your technical knowledge of UK pensions legislation and how you’ve successfully managed pension transfers in the past.

Showcase Your Attention to Detail: In the world of pensions, precision is key. Make sure your application is free from typos and errors. We appreciate meticulous attention to detail, so let that shine through in your written application!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!

How to prepare for a job interview at Walker and Sloan Ltd

✨Know Your Pensions Inside Out

Make sure you brush up on your knowledge of UK pensions legislation and regulatory frameworks. Being able to discuss these confidently will show that you're not just experienced, but also up-to-date with the latest changes in the industry.

✨Prepare for Complex Scenarios

Since the role involves handling complex cases, think about specific examples from your past experience where you've successfully managed similar situations. Be ready to explain your thought process and the outcomes, as this will demonstrate your problem-solving skills.

✨Showcase Your Leadership Skills

As a SIPP Manager, you'll be expected to lead and mentor junior colleagues. Prepare to discuss your leadership style and provide examples of how you've supported team members in the past. This will highlight your ability to foster a collaborative environment.

✨Engage with Stakeholders

The role requires liaising with various stakeholders, so practice how you would communicate effectively with clients, IFAs, and internal teams. Think of ways to demonstrate your exceptional organisational skills and attention to detail during the interview.

SIPP Manager
Walker and Sloan Ltd
Location: Bristol
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