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Pension Client Associate SSAS

North Oak Recruitment Ltd
Posted 11 days ago, valid for 7 days
Location

Bolton, Lancashire BL7 9SF

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The SSAS Client Associate position offers a salary ranging from £28,000 to approximately £34,000, depending on experience, along with additional benefits.
  • This role is hybrid, requiring three days in the office and two days at home, with office locations in Leicester, Wimbledon, London, Salisbury, or Bolton.
  • The successful candidate will manage the administration of a portfolio of Small Self-Administered Pension Schemes, handling tasks from establishment to benefit payments.
  • Candidates should have prior experience in SSAS administration and possess strong organizational skills, attention to detail, and effective communication abilities.
  • The company is committed to personalized client care and aims to respond to applications within 10 days.

SSAS Client Associate (our ref AL1342)

Hybrid (3 days office/2 days home) or Office based in either Leicester, Wimbledon, London, Salisbury or Bolton

Salary £28,000 - c£34,000 depending on experience + benefits

My clients are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS). Due to continued growth, they are now looking to appoint a number of SSAS Client Associates to join their teams.

Purpose of the Role:

You will be responsible for providing a quality service to both clients and their advisers and will carry out the day-to-day cradle to grave administration of a portfolio of SSAS’ s dealing with all aspects of their administration including:

  • Establishment/takeover
  • Contributions and transfers in and out
  • Investment transactions
  • Benefit calculations and payment
  • Property purchases and sales
  • Attend trustee meetings as required

The Person:

The job holder should have experience of SSAS administration and demonstrate the following core competencies:

  • Good personal organisational skills with the ability to prioritise their own workload
  • Proactive, enthusiastic and driven approach
  • Works well under pressure maintaining attention to detail
  • Ability to work to prescribed deadlines
  • Clear & concise communication skills at all levels
  • A positive attitude to client care

If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.