Pensions / SIPP Client Services

immediate Financial Services role based in the west end of London
Client Services role within pensions, permanent, £55k

About Our Client

Our client is an esteemed organisation in the Financial Services industry. With a global presence and a team of over 10,000 dedicated employees, they are committed to providing top-tier financial solutions and services. They are renowned for their customer-centric approach and their dedication to innovation and integrity.

Job Description

Pensions / SIPP Client Services

Ensure that all client pension inquiries are responded to within defined service levels and in line with business standards
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 SIPP.
Acts as an escalation point for the SIPP Queries team as required and passes on product knowledge to the greater Personal Investor team
Communicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third parties
Manages client data for internal record keeping purposes and is risk aware
Acts as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulations
Provides constructive feedback and recommendations to achieve product and service enhancements
Supports continuous improvement initiatives for internal and external processes and services
Participates in special projects and fosters strong professional relationships with internal and/or external partners
Self-starter with a can do attitude
Adapts to change in a positive manner
Champions excellence and attention to detail

The Successful Applicant

Pensions / SIPP Client Services

Undergraduate degree or equivalent combination of training and experience
Preferably possess relevant pension qualifications (R04 or equivalent)
Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirement
Minimum 5 year industry experience
Excellent interpersonal, verbal and written communication skills
Strong analytical ability and problem solving skills
Attention to detail, follow through, good judgment and flexibility
Excellent time management and organisational skills
Ability to multi-task and adjust to change and ambiguity in a positive manner
Ability to work under pressure