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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.
