Pension Services Coordinator

3 weeks ago


South West England, United Kingdom North Oak Recruitment Full time

Pension Services Coordinator – SSAS
Salary: c£28,000 + benefits
Work Arrangement: Remote, Office, or Hybrid (3 days in the office, 2 days at home)

Company Overview:
North Oak Recruitment is committed to delivering tailored and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS).

Role Overview:
We are seeking a dedicated Pension Services Coordinator to join our expanding team. This position involves the onboarding of new clients and ensuring a seamless transition into our services.

Key Responsibilities:
Your primary duties will include:

  • Establishing Defined Contribution and Defined Benefit SSAS Schemes
  • Managing the takeover of existing schemes
  • Providing exceptional technical support and customer service to clients and intermediaries
  • Completing all proposed investments, transfers, and contributions before transitioning schemes to a dedicated Client Associate for ongoing administration

Candidate Profile:
The ideal candidate will possess:

  • Experience in a new business role within SSAS pensions
  • A background in the establishment of schemes and scheme takeovers
  • Comprehensive knowledge of SSAS
  • Strong organizational skills with the ability to prioritize tasks effectively
  • The capability to work efficiently under pressure while maintaining attention to detail
  • Excellent communication skills across all levels
  • A positive approach to client service
  • A proactive, enthusiastic, and driven mindset
  • The ability to foster and maintain strong internal and external relationships

If you are interested in this opportunity, please submit your CV for consideration. We strive to respond to all applications in a timely manner.

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