SSAS Pension Portfolio Manager

4 days ago


Leeds, Leeds, United Kingdom Bruin Full time
SSAS Pension Client Manager Role

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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