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This job expired on 28/09/2026. It no longer accepts applications.
SIPP Client Manager
JohnstonGreer · Glasgow
Job description
About the role
The SIPP Client Manager will join a growing team that provides specialist Self‑Invested Personal Pension (SIPP) services directly to clients and through intermediaries. You will be responsible for maintaining and expanding a portfolio of SIPP clients, ensuring high‑quality advice and compliance.
Key responsibilities
- Service an existing portfolio of SIPP clients, handling investment and drawdown queries.
- Set up new SIPP schemes and produce client illustrations.
- Perform technical calculations, produce benefits reports and ensure regulatory compliance.
- Provide high‑level support to both clients and intermediary partners.
- Collaborate with the wider team to drive business growth.
Required profile
- Current experience working in a SIPP environment with daily scheme arrangements.
- Strong knowledge of pension legislation, both current and historic.
- Relevant industry qualifications are desirable.
Required skills
What we offer
- Competitive salary ranging from £28,000 to £34,000 per year.
- Benefits package.
- Opportunity to work within a specialist financial services consultancy.
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JohnstonGreer
Glasgow
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