SSAS Client Associate

2 months ago

Leicester, Leicester, 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
  • Demonstrate knowledge and understanding on behalf of clients, actively engaging with advisors to adhere to their needs
  • Supply technical guidance and recommendations for best possible outcomes for clients
  • 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, undertaking property and land administration, monitoring schemes bank accounts, rent reviews, leases, EPC certificates, and insurances
Requirements
  • Either experience of Small Self-Administered Schemes (SSAS) or pension administration managing a portfolio of clients (SSAS, DB SSAS, FPT, DB, SIPP)
  • Good personal organisational skills with the ability to prioritise their own 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 starting salary up to £34,000 depending upon experience
  • Flexible, hybrid working from home days
  • Opt-in to a 4-day working week option 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 generous pension scheme

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