SSAS Client Associate

3 weeks ago

bolton greater manchester, United Kingdom Addington Ball Recruitment Ltd Full time

We have an incredible opening for a SSAS Client Associate (Small Self-Administered Schemes) to be a part of the UK's leading SSAS provider based in Bolton.

This highly admired, and award-winning financial services business has experienced significant growth and has over 4,000 schemes with assets under administration of over £4 billion. At the core of the business is its people, creating an innovative and caring culture as well as providing genuine work life balance along with future career development opportunities.

The SSAS Client Associate will manage their own portfolio of clients, ensuring cradle to grave administration is fulfilled as well as providing technical advice and guidance which is personalised and pragmatic to deliver the best possible outcomes for clients.

This opening would be a phenomenal career move for a professional with a sound working application of pension administration including SSAS, SIPP, DB or FPT, with the ability to add-value in a dedicated and personalised service for clients.

Responsibilities:

  • Demonstrate knowledge & understanding on behalf of clients, actively engaging with advisors to adhere to their needs
  • Supplying technical guidance and recommendations for best possible outcomes for clients
  • Producing review packs and delivering due diligence on new investments
  • Managing day-to-day administration of SSAS schemes including:
    • Calculate and pay retirement benefits
    • Management of investment portfolios
    • Undertake property and lad administration
    • Monitor schemes bank accounts
    • Rent reviews, leases, EPC certificates and insurances

What we are looking for:

  • 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's on 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 emotion wellbeing
  • A full & comprehensive benefits package including generous pension scheme

Interested?

Register your interest by applying today or call Richard on to discuss this opportunity further, always in complete confidence. You can also visit the Addington Ball website or follow us on twitter @AddingtonBall to see all our current vacancies, news and updates.

Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home counties. We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/241209 - SSAS Client Associate


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