SSAS Scheme Administrator Position in a Growing Financial Services Firm
1 week ago
We are seeking an experienced SSAS Client Associate to join our team in Bolton, UK. As a key member of our organization, you will be responsible for managing a portfolio of clients and providing personalized technical advice and guidance to ensure the best possible outcomes for them.
About the JobThe ideal candidate will have a sound working application of pension administration, including SSAS, SIPP, DB or FPT. They will be able to add value in a dedicated and personalized service for clients. The successful candidate will demonstrate knowledge and understanding on behalf of clients, actively engaging with advisors to adhere to their needs.
Key responsibilities include supplying technical guidance and recommendations for best possible outcomes for clients, producing review packs and delivering due diligence on new investments, and managing day-to-day administration of SSAS schemes.
Required Skills and Qualifications- Experience of Small Self-Administered Schemes (SSAS) or pension administration managing a portfolio of clients
- 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
- A competitive salary of 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
This is an exciting opportunity to join a leading financial services firm in the UK, with a strong focus on innovation and customer satisfaction.
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