SSAS Client Associate

2 months ago

Leicester, Leicester, 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 key member of our team, you will be responsible for managing a portfolio of clients, providing technical advice and guidance, and delivering exceptional customer service.

Key Responsibilities
  • Client Management: Manage a portfolio of clients, ensuring cradle-to-grave administration is fulfilled, and providing personalized and pragmatic advice to deliver the best possible outcomes.
  • Technical Guidance: Supply technical guidance and recommendations to clients, actively engaging with advisors to adhere to their needs.
  • Due Diligence: Produce review packs and deliver due diligence on new investments, ensuring compliance with regulatory requirements.
  • Day-to-Day Administration: Manage the day-to-day administration of SSAS schemes, including calculating and paying retirement benefits, managing investment portfolios, undertaking property and land administration, monitoring scheme bank accounts, and reviewing leases, EPC certificates, and insurances.
Requirements
  • Experience: Either experience of Small Self-Administered Schemes (SSAS) or pension administration managing a portfolio of clients (SSAS, DB SSAS, FPT, DB, SIPP).
  • Organizational Skills: Good personal organizational skills with the ability to prioritize your own workload.
  • Proactive Approach: A proactive attitude to assignments with a driven approach to add value.
  • Relationship Building: Ability to develop and maintain excellent internal and external relationships.
What We Offer
  • Competitive Salary: A starting salary up to £34,000 depending on experience.
  • Flexible Working: Flexible, hybrid working from home days.
  • Benefits Package: A comprehensive benefits package, including a generous pension scheme, group life assurance, company income protection scheme, and employee assistance program.
  • Career Development: Future career development opportunities, including training and progression.

  • SSAS Client Associate

    1 month ago

    Leicester, Leicester, United Kingdom Addington Ball Full time

    SSAS Client Associate Job DescriptionWe are seeking a highly skilled and experienced SSAS Client Associate to join our team at Addington Ball, a leading provider of financial services in the UK. As a key member of our team, you will be responsible for managing a portfolio of clients, providing technical advice and guidance, and ensuring cradle-to-grave...

  • SSAS Client Associate

    1 month ago

    Leicester, Leicester, United Kingdom Addington Ball Full time

    SSAS Client Associate Job DescriptionWe are seeking a highly skilled and experienced SSAS Client Associate to join our team at Addington Ball, a leading provider of financial services in the UK. As a key member of our team, you will be responsible for managing a portfolio of clients, providing technical advice and guidance, and ensuring cradle-to-grave...

  • SSAS Client Associate

    1 week ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Full time

    We are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball Recruitment. As a key member of our team, you will be responsible for managing a portfolio of clients, ensuring cradle to grave administration is fulfilled, and providing technical advice and guidance to deliver the best possible outcomes for clients.The ideal candidate...

  • SSAS Client Associate

    2 months ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball Recruitment Ltd. As a key member of our financial services team, you will be responsible for managing a portfolio of clients, providing technical advice and guidance, and ensuring cradle-to-grave administration is fulfilled.Key ResponsibilitiesDemonstrate...

  • SSAS Client Associate

    2 months ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball Recruitment Ltd. As a key member of our financial services team, you will be responsible for managing a portfolio of clients, providing technical advice and guidance, and ensuring cradle-to-grave administration is fulfilled.Key ResponsibilitiesDemonstrate...

  • SSAS Client Associate

    2 weeks ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Ltd Full time

    We are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball Recruitment Ltd, a leading provider of SSAS services in the UK.This is an exciting opportunity to work with a reputable financial services business that has experienced significant growth and has over 4,000 schemes under administration, with assets totaling over £4...

  • Pension Administrator SSAS

    4 weeks ago

    Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time

    Pension Administrator SSAS Job DescriptionWe are seeking a highly skilled Pension Administrator SSAS to join our team at North Oak Recruitment Ltd. As a Pension Administrator SSAS, you will be responsible for carrying out onboarding of new clients, establishing Defined Contribution and Defined Benefit SSAS Schemes, and delivering excellent technical and...

  • Pension Administrator SSAS

    4 weeks ago

    Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time

    Pension Administrator SSAS Job DescriptionWe are seeking a highly skilled Pension Administrator SSAS to join our team at North Oak Recruitment Ltd. As a Pension Administrator SSAS, you will be responsible for carrying out onboarding of new clients, establishing Defined Contribution and Defined Benefit SSAS Schemes, and delivering excellent technical and...

  • SSAS Administrator

    1 week ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Ltd Full time

    We are seeking a highly skilled SSAS Administrator to join our team at Addington Ball Recruitment Ltd.This is an exciting opportunity to work with a leading provider of Small Self-Administered Schemes in the UK.The successful candidate will be responsible for managing a portfolio of clients, ensuring cradle to grave administration is fulfilled, and providing...

  • SSAS Administrator

    2 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    About the RoleWe are seeking a highly organized and detail-oriented SSAS Administrator to join our team at CleverHR. As a key member of our Wealth Management team, you will be responsible for providing exceptional administration services to our clients, ensuring the smooth operation of our SSAS arrangements.Key ResponsibilitiesProvide technical and...

  • SSAS Administration Specialist

    2 weeks ago

    Leicester, Leicester, United Kingdom CleverHR Full time

    About the RoleWe are seeking a highly organized and detail-oriented SSAS Administration Specialist to join our team at CleverHR. As a key member of our Wealth Management team, you will be responsible for providing exceptional administration services to our clients, ensuring the smooth operation of their Small Self-Administered Scheme (SSAS) arrangements.Key...

  • Pension Administrator Associate

    1 week ago

    Leicester, Leicester, United Kingdom Addington Ball Recruitment Ltd Full time

    This esteemed financial services business has experienced remarkable growth, boasting over 4,000 schemes with assets under administration exceeding £4 billion. At its core is a people-centric culture, fostering innovation and genuine work-life balance, alongside future career development opportunities.This role would be a strategic career move for a...

  • Pensions Administrator

    1 month ago

    Leicester, Leicester, United Kingdom Reed Full time

    Client Associate Job DescriptionReed Financial Services is seeking a skilled Client Associate to join their team. The successful candidate will be responsible for delivering exceptional technical and customer service outcomes in the administration of Small Self-Administered Schemes (SSAS).Key Responsibilities:Engage with clients and their advisers to provide...

  • Pensions Administrator

    1 month ago

    Leicester, Leicester, United Kingdom Reed Full time

    Client Associate Job DescriptionReed Financial Services is seeking a skilled Client Associate to join their team. The successful candidate will be responsible for delivering exceptional technical and customer service outcomes in the administration of Small Self-Administered Schemes (SSAS).Key Responsibilities:Engage with clients and their advisers to provide...

  • Treasury Associate

    1 month ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...

  • Treasury Associate

    1 month ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...

  • Treasury Associate

    4 weeks ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...

  • Treasury Associate

    4 weeks ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...

  • Treasury Associate

    1 month ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...

  • Treasury Associate

    1 month ago

    Leicester, Leicester, United Kingdom Mattioli Woods plc Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Treasury Associate to join our team at Mattioli Woods plc. As a key member of our Treasury function, you will play a critical role in shaping the financial success of our organisation.Key ResponsibilitiesAssist with daily payment processing requirements, including liquidity management...