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Client relationship manager

Leicester
Permanent
Idex Consulting
Client relationship manager
Posted: 9 March
Offer description

Job description

Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued?

This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio.

The role

Working closely with the Team Leader and wider CRM team, you'll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers.

Your responsibilities will include:

1. Managing and administering a portfolio of SIPP and SSAS schemes
2. Acting as first point of contact for clients, advisers and product providers
3. Processing new business, ongoing servicing and scheme events
4. Ensuring all FCA and HMRC deadlines are met
5. Maintaining accurate client records and audit-ready files
6. Preparing documentation and handling routine correspondence
7. Organising and prioritising workloads while managing client expectations

Experience required

8. Experience administering SIPP and/or SSAS schemes
9. Strong understanding of pension regulations and compliance requirements
10. Confident communicator with a professional, client-focused approach
11. Highly organised, detail-driven and able to manage a busy workload

What's on offer

12. Salary up to £35,
13. Hybrid working 2 days in the office
14. Exam support and development opportunities
15. Long-term career progression within a stable, growing business


If you're an experienced pensions administrator looking for flexibility, stability and clear progression,

Apply
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