SSAS Client Associate
2 weeks ago
We are seeking a highly skilled SSAS Client Associate to join our team at Addington Ball, a leading specialist finance and accounting recruitment consultancy. As a key member of our team, you will be responsible for managing a portfolio of clients, providing technical guidance and advice, and delivering exceptional customer service.
Key Responsibilities- Manage a portfolio of SSAS clients, ensuring cradle-to-grave administration and providing personalized technical advice and guidance.
- Develop and maintain excellent relationships with clients, advisors, and internal stakeholders.
- Produce review packs and deliver due diligence on new investments, ensuring compliance with regulatory requirements.
- Manage day-to-day administration of SSAS schemes, including calculating and paying retirement benefits, managing investment portfolios, and undertaking property and land administration.
- Monitor schemes bank accounts, rent reviews, leases, EPC certificates, and insurances.
- Experience in pension administration, including SSAS, SIPP, DB, or FPT.
- Good personal organizational skills, with the ability to prioritize workload and manage multiple tasks.
- A proactive attitude, with a driven approach to adding value and delivering exceptional customer service.
- Ability to develop and maintain excellent internal and external relationships.
- A competitive starting salary up to £34,000, depending on experience.
- Flexible, hybrid working from home days.
- Option to participate in a 4-day working week after 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 program supporting mental and emotional wellbeing.
- A full and comprehensive benefits package, including a generous pension scheme.
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