SSAS/sipp Client Manager
6 days ago
Our client is an established partner led consulting firm with ambitious growth plans. In this role we are looking for an individual who has recent experience of SSAS’s and/or SIPP’s to join their team as a client manager. You may have already been responsiblefor a portfolio of clients or have the right foundations to take the next step in your career path.
**Responsibilities**:
The primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner.
Depending on experience or progression, additional opportunities may be available to further our business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers.
Key Experience required:
- Working knowledge of various admin tasks relating to SSAS or SIPP, such as record keeping, bank transaction reconciliation, handling investment requests.
- Experience of interacting with clients directly, whether in administrative or client-facing role
- Strong attention to detail, being able to transcribe data including numbers accurately
- Confident at using Microsoft packages and be able to learn how to use new software
Reasons to work for this business:
- Committed to attracting the best diverse top talent
- Variety of work and constant opportunities to progress
- Excellent working flexibility
- Competitive packages and benefits on offer
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