Do you strive in working towards deadlines? Experienced in dealing with multiple stakeholders and juggling multiple tasks at once? My client, a leading Pensions Consultancy are looking for a Pensions Client Manager to join their successful and friendly team in Glasgow City Centre.
As a result of their continued success and growth, a position for a Pensions Client Manager specialising in SIPP's has arisen. A SIPP is a Self Invested Personal Pension which enables the holder to choose and manage the investments made. Ideally you will have some SIPP/Pensions experience or will have worked within Financial Services in some capacity however if you have a proven ability of managing a client process from cradle to grave then I would like to hear from you!
What will the day to day look like?
As a Pensions Client Manager no two days will be the same. On a day to day basis you will be expected to be juggling a range of tasks and holding accountability for your own portfolio of clients. The purpose of the role is to ensure a high level of service is delivered while ensuring legislative requirements are met. Some of your day to day responsibilities will include:
- Taking responsibility for your own portfolio of clients and ensure that their needs are fully understood, met and being delivered within agreed service levels and quality standards.
-Attending client meetings as and when required
-Ensuring all invoices are prepared and settled on time ensuring your time is managed in a way which gives clients value for money and minimising non billable time.
-Identifying new business potential from your existing client bank and supporting the SIPP proposition proactively.
-Providing management statistics to your Team Leader for your portfolio of clients.
-Focusing on continual improvement and suggesting new, effective ways of working to you team leader which will improve efficiency.
Experience/Qualifications Required
Essential
-Proven ability of building strong working relationships both with clients and within the team
-Excellent problem solving skills in able to identify and solve potential problems using your own initiative with the resources available to you.
-Strong understanding of Microsoft Office Programmes
Desirable
-Experience in working with SIPP's/Pensions.
In return you will be offered an excellent basic salary of up to £27,000, an excellent benefits package and a friendly working environment.
For more information on this fantastic opportunity please contact Hannah McCreadie at HRC Recruitment or apply online
HRC Recruitment acts as both an employment business and an employment agency