Intrusted Pension Services Ltd
SIPP / SSAS Client Relationship Manager
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SIPP / SSAS CLIENT RELATIONSHIP MANAGER
๐ Leicester โ just outside Groby
๐ On-site parking
๐ Excellent career development opportunities
๐ค Join an established and growing team
Join a growing pensions business where the client relationship comes first.
Intrusted Pension Services is growing, and weโre looking for an experienced SIPP / SSAS Client Relationship Manager to join our existing team at our Leicester office, just outside Groby.
We believe great pension administration should be personal.
Our clients are not account numbers or cases moving through a system. They are individuals, families and business owners with different circumstances, objectives and often complex requirements.
Our role is to understand what they are trying to achieve and provide a bespoke, technically strong and highly responsive service around them.
As we continue to grow our SIPP and SSAS business, weโre looking for someone who shares that philosophy.
THE ROLE
As a Client Relationship Manager, you will take ownership of a portfolio of SIPP and SSAS clients and become a trusted point of contact for them, their advisers and other professional connections.
This is much more than simply processing pension administration.
Youโll get to know your clients and their schemes, understand what they are trying to achieve and work with colleagues and professional advisers to help deliver practical, bespoke solutions.
Your responsibilities will include:
- Managing and developing relationships with a portfolio of SIPP and SSAS clients
- Acting as a key point of contact for clients, financial advisers and professional connections
- Providing a proactive, responsive and highly personal level of service
- Understanding individual client objectives and helping to implement appropriate pension solutions
- Managing SIPP and SSAS administration across areas such as contributions, transfers, investments, commercial property, benefit payments and retirement events
- Working through more complex or non-standard cases rather than relying on a one-size-fits-all approach
- Ensuring client records, documentation and scheme administration are accurate and completed to a high standard
- Working within relevant pension, regulatory and compliance requirements
- Building strong relationships with advisers, trustees and other professional parties
- Identifying ways we can continually improve the experience we provide to our clients
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WHO WEโRE LOOKING FOR
Weโre looking for someone with good SIPP and/or SSAS experience who understands that technical knowledge and great client service should go hand in hand.
Youโll ideally have:
- Experience working with SIPPs, SSASs or within a specialist pensions environment
- A good understanding of pension administration and the relevant regulatory requirements
- Experience managing client relationships and taking ownership of cases
- The confidence to deal directly with clients, advisers and other professionals
- Strong communication skills and the ability to explain technical matters clearly
- Excellent attention to detail and organisation
- A practical, solutions-focused approach to more complex client requirements
- The ability to work independently while being part of a close-knit team
- Relevant pensions qualifications would be welcomed, although experience, attitude and approach are equally important
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Most importantly, we want someone who genuinely cares about doing the right thing for the client.
WHY INTRUSTED?
Weโre building a different kind of SIPP and SSAS business โ one that combines technical expertise and high-quality administration with the personal service that clients and advisers should expect from a specialist provider.
We are growing, which makes this an exciting time to join us.
Youโll be joining an established team with the opportunity to develop as the business expands, take greater responsibility and play a genuine part in shaping how we look after our clients in the future.
What we offer:
- Excellent opportunities for career development and progression
- The chance to join an ambitious and expanding specialist pensions business
- Interesting and varied SIPP and SSAS work
- The opportunity to work on bespoke and more complex client solutions
- A supportive and experienced team
- A working environment where good ideas and individual contribution are valued
- On-site parking
- Attractive office location just outside Groby, Leicester
INTERESTED?
If you know SIPP and SSAS pensions, enjoy building long-term client relationships and want to work somewhere that believes bespoke service should actually mean bespoke, weโd like to hear from you.
Apply through LinkedIn or get in touch with Intrusted Pension Services to start a conversation.
โIt took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what Iโve been looking for.โ
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