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Pension Administration Specialist
2 months ago
A leading UK Pension Consultancy, Bruin Financial, is seeking an experienced professional to join their team as a Client Manager. This role is ideal for individuals with a strong background in SSAS and/or SIPPs.
The primary objective of this position is to be accountable for a portfolio of SSAS clients, ensuring compliance with regulatory requirements and delivering exceptional client service.
Key responsibilities include:
- Managing a portfolio of SSAS clients, providing expert guidance and support to ensure their needs are met.
- Developing and maintaining strong relationships with clients, introducers, and internal stakeholders.
- Providing technical support to colleagues and contributing to business growth through strategic initiatives.
To be successful in this role, candidates must have at least 3 years' recent experience with SSAS or SIPP, demonstrating a deep understanding of the administration process and excellent client-facing skills.
Preferred qualifications include:
- Working knowledge of SSAS and/or SIPP administration, including record-keeping, bank transaction reconciliation, and investment requests.
- Experience with property transactions and member benefits.
Bruin Financial is committed to providing a supportive and dynamic work environment. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.
