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Job Title: SIPP Specialist
Our consultancy, which distributes products directly to clients and through intermediary channels, is expanding its team due to growth and increased investment. We are seeking a qualified SIPP Specialist to join us.
Responsibilities include:
1. Ongoing servicing of a portfolio of SIPP clients
2. Processing and advising on investment and drawdown elements
3. Setting up new schemes
4. Preparing illustrations
5. Providing technical support
6. Performing calculations and benefits analysis
7. Preparing reports
8. Ensuring compliance
9. Maintaining high levels of contact with clients and intermediaries
Candidate requirements:
* Currently working in a SIPP environment with daily scheme arrangement experience
* Industry qualifications are desirable
* Excellent knowledge of the sector, including current and historic legislation
JohnstonGreer is a recruitment agency specializing in the Financial Services and Pensions sectors. We operate as an Employment Agency providing permanent job placement services.
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