JohnstonGreer
Published
21/02/2024
Location
Glasgow, United Kingdom
Job Type

Description

SIPP Account Manager

To £28,000 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.

If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to info@johnstongreer.co.uk.

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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