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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.
About the Role
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 –
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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