Job Description
My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK.
Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party loan and VAT expertise throughout the organisation. This role requires in-depth knowledge of property processes, regulations, and documentation to support Key CRMs with property-related matters including property purchases, sales, leases, VAT, borrowing, loan backs, third party loans and associated financial transactions.
Key Responsibilities
- The key focus of the role is to deliver an exceptional client experience, putting the client at the heart of everything you do to deliver great client outcomes.
- Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related queries and tran...