We have an exciting opportunity for a Client Manager to join our SIPP team. The SIPP team provides administration and trusteeship services to self-invested personal pension arrangements for members, both advised and non-advised. We hold over 1000 commercial properties and are looking to grow in this area. This role can be based in our Glasgow or Cheltenham offices working on a hybrid basis.
Responsibilities:
- Accountable for a group of clients to ensure that their needs are fully understood, service is delivered within any agreed service levels, priorities and quality standards.
- To attend client meetings when required and to carry out all activities in relation to those clients.
- To ensure all invoices are prepared and settled in a timely manner
- Ensure time is recorded correctly and managed in such a way that adds value for money to clients.
- To manage daily work flow in relation to the given group of clients and understand likely future work flows in coming months.
- To identify risk and raise awareness with your manager of the underlying causes.
- To support the SIPP proposition, to manage client expectations to ensure you retain them as well as looking for new business potential.
- It may be appropriate for some client responsibilities to be passed to a Client Administrator but the accountability remains with the Client Manager.
Experience/Qualifications:
- GCSE Maths and English at grade C/5 or equivalent.
- Experience in pensions and working in a team environment.
- Knowledge of the SIPP and SSAS market place is preferred.
- Strong communication and interpersonal skills are essential.
- The ability to work hard with the right attribute towards the continuous development of your skills and knowledge.
Benefits Summary
- Competitive discretionary annual bonus
- Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
- A generous pension scheme where we contribute 8% of your salary from day one of your employment
- Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
- A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
Accessibility
We are a Disability Confident Employer. If you have a disability, learning difficulty, medical condition, or individual need, which you believe may affect your performance during our selection process, we’ll be happy to make adjustments to our processes to enable you a fair opportunity to showcase your skills. Please visit AbilityNet should you benefit from advice on making your device easier to use if you have a disability. Should you require information in a different format, have other accessibility or reasonable adjustment requirements or if you find any problems not listed on this page, please contact us.
Happy to talk flexible working.
We kindly ask that recruitment agencies do not send speculative CVs for this position. Should we need assistance, we will reach out