Senior SIPP Advisor
6 days ago
Senior SIPP Advisor
Location: Manchester
Contract: Permanent
Work Setup: Hybrid - 3 days in the office
Who We Are
Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.
What you'll do
* Deliver clear, accurate guidance on pensions and SIPPs, responding to client enquiries across multiple channels.
* Tailor information to individual client needs, explaining complex rules in straightforward terms.
* Act as an escalation point for challenging queries, supporting colleagues with technical insight.
* Maintain precise client records and ensure all activity meets required risk and compliance standards.
* Stay up to date with regulatory changes and contribute ideas that enhance processes and client experience.
* Participate in project work, building strong relationships with internal teams and external partners while adapting to changing priorities.
What you bring
* Solid pensions experience with strong knowledge of SIPPs and client-facing support
* R04 or equivalent pension qualification, or demonstrable technical expertise in retirement planning
* Clear and confident communicator able to simplify complex pension concepts
* Strong attention to detail, good judgement and reliable handling of sensitive information
* Organized, adaptable and collaborative, able to manage competing priorities effectively
What's Next?
If you are ready to take the next step, apply now. Successful applicants will be contacted directly by a recruiter to discuss the role more.
We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at
to discuss how we can support you.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
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