
Bruin
Senior SIPP Consultant
Manchester, United Kingdom
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Ref: 39398
Senior SIPP Consultant – Manchester – up to 50k plus bonus and benefits.
We have a fantastic opportunity for a Senior SIPP Consultant to join a leading investment management firm based in Manchester. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.
As a Senior SIPP Consultant you will be responsible for a portfolio of clients where you will deliver outstanding customer service and use your pension knowledge to provide service to our clients.
Key Responsibilities:
- An SME within SIPP, maintaining technical expertise and keeping up to date with recent legislation.
- Understands client’s needs, expectations and behaviours and provide the appropriate materials/responses to meet those needs. As a Senior Consultant you will be able to explain to clients in depth both the pension accumulation and de-accumulation phases of the clients SIPP.
- Acts as an escalation point for the SIPP queries team.
- Communicates effectively and able to translate complex pension rules into terms that resonate with clients.
Competencies & Experiences:
- Degree or equivalent combination of training or experience
- Relevant pension qualification (RO4 or equivalent)
- Previous client experience dealing with SIPP and retirement
This is a fantastic opportunity with long term career prospects; full training will be given in all aspects of the role.
If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.