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Pensions Client Manager

2 months ago

Leeds, Leeds, United Kingdom Bruin Full time
About the Role

We are seeking a highly skilled Pensions 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.
  • Ensure accurate and timely record-keeping, bank transaction reconciliation, and handling of investment requests, property transactions, and member benefits.
  • Develop and maintain strong relationships with clients, introducers, and internal stakeholders to drive business growth and opportunities.
  • Provide internal technical support to colleagues, sharing knowledge and expertise to enhance the team's capabilities.
Requirements
  • Proven experience in SSAS and/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 stakeholders.
  • Strong analytical and problem-solving skills, with the ability to manage multiple priorities and deadlines.
  • Ability to work independently and as part of a team, with a flexible and adaptable approach to work.