SSAS Pension Portfolio Manager
4 days ago
We are seeking an experienced SSAS Pension Client Manager to join our team 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, providing expert advice and guidance on pension administration and regulatory compliance.
- Develop and maintain strong relationships with clients, understanding their needs and delivering tailored solutions.
- Collaborate with internal teams to ensure seamless delivery of services and support.
- Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible service.
Requirements:
- At least 3 years' experience in SSAS or 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 in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for professional development and growth.
- A dynamic and supportive team environment.
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