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Pensions Client Manager

2 months ago

Leeds, Leeds, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Client Manager at Bruin Financial. As a key member of our team, you will be responsible for managing a portfolio of SSAS clients, ensuring compliance with regulatory requirements and delivering exceptional client service.

Key Responsibilities
  • Manage a portfolio of SSAS clients, ensuring timely and accurate administration of their pension schemes.
  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their objectives.
  • Collaborate with internal stakeholders to ensure seamless delivery of services and support.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices.
  • Contribute to business growth and development, identifying opportunities to expand our services and improve client satisfaction.
Requirements
  • Proven experience in SSAS and SIPP administration, with a strong understanding of regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.
  • Strong technical skills, with proficiency in relevant software and systems.