Save Job Back to Search Job Description Summary Similar Jobsimmediate Financial Services role based in ManchesterClient Services role within pensions, permanent, £48k +£12k Bi-annual BonusesAbout Our ClientOur 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. They have offices in London and Manchester within the UK, this role is based in the Manchester location.Job DescriptionPensions / SIPP Client Services, Manchester location:Ensure that all client pension inquiries are responded to within defined service levels and in line with business standardsUnderstands 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 teamCommunicates effectively and able to translate complex pension rules into simple terms that resonate with clients and/or third partiesManages client data for internal record keeping purposes and is risk awareActs as a Subject Matter Specialist maintaining technical expertise and keeping abreast of current and changing retirement issues and regulationsProvides constructive feedback and recommendations to achieve product and service enhancementsSupports continuous improvement initiatives for internal and external processes and servicesParticipates in special projects and fosters strong professional relationships with internal and/or external partnersSelf-starter with a can do attitudeAdapts to change in a positive mannerChampions excellence and attention to detailThe Successful ApplicantPensions / SIPP Client ServicesUndergraduate degree or equivalent combination of training and experiencePreferably possess relevant pension qualifications (R04 or equivalent)Previous experience explaining to clients how to accumulate benefits in a SIPP and options at retirementMinimum 5 year industry experienceExcellent interpersonal, verbal and written communication skillsStrong analytical ability and problem solving skillsAttention to detail, follow through, good judgement and flexibilityExcellent time management and organisational skillsAbility to multi-task and adjust to change and ambiguity in a positive mannerAbility to work under pressureWhat's on OfferPensions / SIPP Client ServicesPermanent roleFinancial Services, pensions specificallySalary £46-48k, plus bonusesContactEsther BlunsdonQuote job refJN-102024-6579669Phone number+44 207 776 5947Job summaryJob functionBanking & Financial ServicesSubsectorOperations / Middle Office - Asset ManagementSectorFinancial ServicesLocationManchesterContract typePermanentConsultant nameEsther BlunsdonConsultant phone+44 207 776 5947Job referenceJN-102024-6579669
