SIPP Client Manager

Company

JohnstonGreer

Location

Dundee, Scotland

Type

Full-time

Description
£28,000 to £34,000 plus benefits and bonus

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.

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