SSAS Client Associate

6 days ago

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

We are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball, a leading provider of SSAS services in the UK. As a key member of our team, you will be responsible for managing a portfolio of clients, providing technical guidance and advice, and ensuring cradle-to-grave administration of SSAS schemes.

Key Responsibilities
  • Manage client portfolios, ensuring timely and accurate administration of SSAS schemes
  • Provide technical guidance and recommendations to clients and their advisors
  • 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, and monitoring scheme bank accounts
  • Undertake property and land administration, including rent reviews, leases, EPC certificates, and insurances
Requirements
  • Experience of Small Self-Administered Schemes (SSAS) or pension administration managing a portfolio of clients
  • Good personal organisational skills with the ability to prioritise workload
  • Proactive attitude with a driven approach to add-value
  • Ability to develop and maintain excellent internal and external relationships
What We Offer
  • Competitive salary up to £34,000 depending on experience
  • Flexible, hybrid working from home days
  • 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
  • Full and comprehensive benefits package including generous pension scheme

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