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SIPP Client Manager

JohnstonGreer · Dundee, Scotland, United Kingdom

Location
Dundee
Job Type
Full-time
Posted
June 09, 2026

Job Description

Description

£28,000 to £34,000 plus benefits and bonus


SIPP specialist required by this consultancy that distributes their products directly with clients and via the intermediary channel. Growth in new business and further investment in the company has resulted in the expansion of the existing team.


You will be responsible for –

  • ongoing servicing of a portfolio of SIPP clients

  • processing and advising on investment and drawdown elements

  • setting up of new schemes

  • illustrations

  • technical support

  • calculations and benefits

  • reports

  • compliance

  • high level of contact with clients and intermediaries.

    • Candidates will be currently working in a SIPP environment dealing with scheme arrangements daily. Industry qualifications are desirable and you will have excellent knowledge of the sector including current and historic legislation.

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