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SSAS Pension Client Manager

3 months ago

Leeds, United Kingdom Bruin Full time
Job Description

A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager.

The primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner.

Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers.

Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role.

If you have working knowledge of handling various administration tasks relating to SSAS or SIPP, such as record-keeping, bank transaction reconciliation, handling investment requests, property transactions and member benefits, then I would love to hear from you

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.