Client Manager - SIPP

Salary Description:
Competitive
Location Description:
Cheltenham
Job Role:
SIPP/SSAS Administration, Other
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
31/10/2019
Posted:
4th October 2019
Recruiter:
Barnett Waddingham
Job Ref:
26985

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.  Barnett Waddingham is committed to providing the best possible service to all of its members and supporting advisers and to achieve this service we need talented, motivated and enthusiastic people who enjoy working in a close knit and friendly organization.

If you have knowledge of the SIPP market place and product, have a desire to deliver a really strong client service and would like to further your career with a sector-leading consultancy, then we would like to hear from you!

As a SIPP Client Manager you will oversee and look after a portfolio of clients, ensure a high level of service is delivered at the most effective cost whilst ensuring 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).

In an ideal world you’ll already have some form of experience within SIPP / pensions role or have worked within financial services.  However, if you are working in a position where you have worked to deadlines, juggled multiple tasks, managed communication with a range of stakeholders and, have worked with numbers in some way, we would be interested in hearing from you.

The person

  • You will need to be confident and capable of working to at least GCSE (or equivalent) Grade C in both Maths and English
  • You enjoy holding accountability for their own portfolio of clients
  • You consider yourself to be organised and forward thinking

What we offer

  • Flexible annual leave scheme, a generous pension scheme and a competitive (discretionary) annual bonus
  • A broad range of flexible (salary sacrifice) benefits to suit your lifestyle and stage
  • Scope for career progression – we will encourage and support your personal and professional development if that is what you want. This doesn’t necessarily mean climbing the career scale or pursuing a professional qualification but making sure you feel a sense of achievement and progression
  • The opportunity to work in a multi-award winning pensions consultancy
  • Fresh fruit available to all staff free of charge (along with free squash, teas, coffees and hot chocolate – something for everybody!
  • Opportunities to socialise or participate in sport, social or cultural activities
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern and comfortable offices where adjustments can be made in order for you carry-out your role in a safe and effective way

Values at Barnett Waddingham

Our values are important to us and we want them to be important to you too: Principled, Quality, Partnership and Respect

Well-being at Barnett Waddingham

Employee well-being has always been important to Barnett Waddingham and we believe that well-being at work is about raising awareness of where issues can arise and balancing the needs of employees and the business. Our aim is to create an environment which allows individuals to be satisfied at work, be successful in what they do and enable them to achieve their full potential. We have a number of programmes to support well-being at Barnett Waddingham.

Diversity at Barnett Waddingham

We want to have a diverse and inclusive workforce as we believe that it will provide us with high performing teams that will be the driving force behind our continued success. An essential  part of this is developing teams who give and welcome different opinions, perspectives and cultural reference; bringing a real richness in our day to day activities, which will achieve better business results, for both ourselves and for our clients. It will also enable us to access a wider talent pool without any boundaries or bias.

We define diversity and inclusion in the following ways:

Respecting differences - we recognise, respect and value individual differences, which may include gender, background, education, religion, ethnicity or perspective. It is the individual that matters and the skills they bring to our organisation.

Inclusion is about embracing these differences for the future of the company. We have created an environment where all our people feel valued and respected, where people give their best. No member of staff should feel excluded from any activity because of their own background.

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