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Shannon Rogers

SIPP Client Manager
Shannon Rogers

Contact details

Shannon manages a portfolio of SIPP clients to ensure they are provided with great service and administration on their pensions. 

Her responsibilities include providing clients with consultancy services, and ensuring clients have a good understanding of the SIPP product. She has a strong knowledge on SIPP matters such as contributions, transfers and investments and therefore can supply a good level of knowledge when speaking to clients. 

Significant experience:

  • Set up of new SIPP accounts and investment platforms.
  • Providing support to Financial Advisers.
  • Assist with Drawdowns.
  • Knowledge of commercial property related work.
  • Face-to-face client meetings. 

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Shannon Rogers

Contact details

Career

Shannon joined BWSIPP in April 2016 as a Junior Client Administrator. Six months later, she was promoted to a Client Administrator, where she supported the Client Managers and learnt the administration side of the job. After 18 months as a Client Administrator, Shannon wanted to develop at BW and decided to apply for a Client Manager role, achieving this goal in February 2018. 

Interests

Outside of the office, Shannon loves to attend several gym classes a week. At the weekend, you will find her enjoying a glass of wine at the beer garden with her husband or at ballet/football practice with her daughter.