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Client Relationship Manager


Client Relationship Manager


My client, a highly regarded and leading provider of wealth management services and pension consultancy has a fantastic opportunity for a SIPP or SSAS Pensions Administrator to join their well established team. If you currently have SIPP/SSAS Pensions experience this is an excellent opportunity to progress your career. They are rapidly growing and have many opportunities to develop your career.
The Role
Working in direct contact with a variety of clients and portfolios you will be responsible for managing a number of schemes from their SIPP and SSAS Pensions portfolio. Each day is different in this role, from dealing with properties, tax and investment, so having a flexible approach and good organisation skills are essential.

Your daily activities will involve:

* Proactively manage all aspects of client affairs
* Planning, organising and prioritising workload, to ensure work is dealt with within agreed service standards
* Having an awareness of compliance issues
* Working effectively with the larger team, including the consultant and wider administrative support
The Person
The ideal candidate will have;

Strong experience of administrating SIPP or SSAS Pension schemes.

The Benefits
My client will offer you a very competitive package, including a range of benefits covering health and wellbeing, finance and lifestyle choices.

You can also expect excellent career progression, with opportunities including specialist technical roles, consultancy or people management. You will be fully supported through dedicated training and development, including professional qualifications.

Please quote PSH1610-20 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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