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SSAS Client Associate

2 months ago


Bristol, Bristol, United Kingdom Addington Ball Recruitment Ltd Full time
SSAS Client Associate Job Description

We are seeking a highly skilled and experienced 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 Responsibilities:
  • Manage client portfolios, ensuring all administration is completed to the highest standard
  • Provide technical guidance and recommendations to clients, ensuring they receive 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
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 your 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 a generous pension scheme