SSAS Client Associate

2 weeks ago

Bristol, Bristol, United Kingdom Addington Ball Recruitment Ltd Full time
About the Role

We 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 Responsibilities
  • Client Management: Demonstrate knowledge and understanding on behalf of clients, actively engaging with advisors to adhere to their needs.
  • Technical Guidance: Supplying technical guidance and recommendations for best possible outcomes for clients.
  • Review Packs and Due Diligence: Producing review packs and delivering due diligence on new investments.
  • Day-to-Day Administration: Managing day-to-day administration of SSAS schemes, including calculating and paying retirement benefits, managing investment portfolios, undertaking property and land administration, monitoring schemes bank accounts, and handling rent reviews, 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).
  • Organisational Skills: Good personal organisational skills with the ability to prioritise their own workload.
  • Proactive Attitude: 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 upon experience.
  • Flexible Working: Flexible, hybrid working from home days.
  • Benefits Package: A comprehensive benefits package including generous pension scheme, group life assurance, company income protection scheme, and employee assistance programme supporting mental and emotional wellbeing.

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