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Permanent

Client Relationship Manager

Leicester
money-bag 30000.00-30000.00 Annual
3085438890
Posted 6 days ago

Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued?This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio.The roleWorking closely with the Team Leader and wider CRM team, you''ll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers.Your responsibilities will include:Managing and administering a portfolio of SIPP and SSAS schemesActing as first point of contact for clients, advisers and product providersProcessing new business, ongoing servicing and scheme eventsEnsuring all FCA and HMRC deadlines are metMaintaining accurate client records and audit-ready filesPreparing documentation and handling routine correspondenceOrganising and prioritising workloads while managing client expectationsExperience requiredExperience administering SIPP and/or SSAS schemesStrong understanding of pension regulations and compliance requirementsConfident communicator with a professional, client-focused approachHighly organised, detail-driven and able to manage a busy workloadWhat''s on offerSalary up to £35,000Hybrid working 2 days in the officeExam ..... full job details .....

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