SSAS Administration Specialist

2 weeks ago


Leicester, Leicester, United Kingdom CleverHR Full time
About the Role

We 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 Responsibilities
  • Provide technical and administrative support to Financial Planners, including calculating maximum borrowing and retirement benefits, processing retirement benefit applications, and maintaining accurate records.
  • Carry out daily portfolio management tasks, including reconciling bank accounts, banking cheques, and preparing client meeting notes.
  • Liaise with clients, actuaries, accountants, and other professional connections to ensure seamless communication and resolution of queries.
  • Maintain a high level of technical knowledge of SSASs and their use in financial planning, as well as other relevant financial services legislation.
Requirements
  • Educated to A level standard (or equivalent) as a minimum.
  • Minimum of 3 years' experience in a SSAS client servicing and administration role.
  • Good technical knowledge of SSASs and their use in financial planning.
  • Ability to communicate effectively with clients and other professional connections.
What We Offer
  • Salary £25,000 to £32,000 per annum (dependent on qualifications and experience).
  • 2 x salary life assurance.
  • Pension scheme available.
  • 24 days' holiday - increasing incrementally in recognition of continuous service.
  • Free parking.
  • Hybrid Working Scheme.

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