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SSAS Client Associate

2 months ago

Bristol, Bristol, United Kingdom Addington Ball Full time
About the Role

We are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball, a leading specialist finance and accounting recruitment consultancy. As a SSAS Client Associate, you will play a crucial role in managing a portfolio of clients, providing technical advice and guidance, and delivering exceptional customer service.

Key Responsibilities
  • Manage a portfolio of SSAS clients, ensuring cradle-to-grave administration is fulfilled.
  • Provide technical guidance and recommendations to clients to deliver the best possible outcomes.
  • Produce review packs and deliver due diligence on new investments.
  • Manage day-to-day administration of SSAS schemes, including calculating and paying retirement benefits, managing investment portfolios, and undertaking property and land administration.
  • Monitor schemes bank accounts, rent reviews, leases, EPC certificates, and insurances.
Requirements
  • Experience of Small Self-Administered Schemes (SSAS) or pension administration managing a portfolio of clients.
  • Good personal organisational skills with the ability to prioritise workload.
  • A proactive attitude to assignments with a driven approach to add-value.
  • Ability to develop and maintain excellent internal and external relationships.
What We Offer
  • A competitive starting salary up to £34,000 depending on experience.
  • Flexible, hybrid working from home days.
  • Option to opt-in to a 4-day working week on successful completion of probation.
  • 25 days holiday plus birthday off.
  • Option to buy additional annual leave.
  • Group Life Assurance - 6 x salary.
  • Company Income Protection Scheme.
  • Participation in company CSR charity events.
  • Future career development opportunities including training and progression.
  • Employee assistance programme supporting mental and emotional wellbeing.
  • A full and comprehensive benefits package including generous pension scheme.