Key Account Manager- SIPPs - Manchester / Liverpool / N Wales / Lakes

Bonus, pension, PMI
Ref: 460 Date Posted: Monday 25 Jan 2021
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Role:-                                    Key Account Manager- SIPPs


Location:-                            North West


Salary:-                                 to £45000 + bonus + benefits


In addition to the job title, this really  is a key role for this expanding specialist pensions operator. Your own background could be either IFA or product provider and you must be technically strong in pensions –especially  SIPPs.  This should not only just include how to sell or market them but also how clients can take benefits; what happens in divorce; What the investment mix is most appropriate and what the potential death benefits are.  If you are a CFP or moving towards, that would be very helpful.  Your manager is technically strong too and there is help should you wish to become more qualified.  

Why should you apply? – this is very much more than an ordinary broker consultant role in that in addition to constructing, building and most importantly delivering presentations, you’ll have input into client segmentation and other investment issues.  You’ll have both a successful platform and open architecture solutions and your IFA clients will be Europe wide, so probability of some travel once things get back to normal. [This client’s offering will not be affected by Brexit and European languages are not required as your clients are predominantly English speaking. ]


This will be a home based role initially though with the option of more office based should that be more appropriate.


 Thanks to lockdown, interviews will be held virtually so please apply as soon as possible to Harris Keillar on 0131 557 9668 or 0797 0046803 or email