Client Manager - SIPP

Ref
26985
Division
Private Client - SIPP
Location
Cheltenham
Salary
Competitive
Closing date
29/02/2020

BW are an independent UK consultancy dealing in risk, pensions, investment and insurance with over 1,200 employees spread across 8 offices. Our core business is the provision of services to trustees of UK occupational pension schemes such as DB, DC, CARE and cash balance.

The SIPP Practice Area 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. 

The role

As a SIPP Client Manager, you'll oversee and look after a portfolio of clients, ensuring a high level of service is delivered at the most effective cost. You'll also ensure that regulatory and legislative requirements are met, and all clients are treated fairly. You will interact with clients and IFAs as well as the wider administrative team (who are key to your success in delivery).

The person

Experience in pensions is desirable but knowledge of the SIPP market place and product is essential.You'll have a desire to deliver a really strong client service. As a minimum, GCSE Grade 4/5 or C (or equivalent) in both Maths and English is essential.

What we offer

  • 25 days holiday with the option to buy more, a generous pension scheme and a discretionary but competitive annual bonus
  • A wide range of flexible rewards & benefits designed to suit your age and lifestyle
  • Career progression opportunities and a focus on training and professional development
  • Free fresh fruit and hot & cold drinks
  • Sports & social clubs and groups
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern, comfortable offices

 

 

 

 

 

 

 

 

 

 

 

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