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Trainee SSAS Accounts Executive

Trainee SSAS Accounts Executive

Four Squared

Posted 2 days ago, valid for 6 days

Leicester, Leicestershire LE5 3TB

Full Time

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Sonic Summary

The position is for a Trainee SSAS Accounts Executive at a Chartered firm of Financial Planners in Leicester.
The role involves being the in-house client contact, providing quality administration services for SSAS portfolios, and maintaining compliance records.
Candidates should have at least 2 years of experience in an administration role within Financial or Professional Services.
The salary for this position is £25,000 per annum, and it is a full-time permanent role with a hybrid working scheme after training.
Additional benefits include 24 days of holiday, which increases with continuous service.

Trainee SSAS Accounts Executive - Leicester Why this role?We are currently recruiting for a Trainee SSAS Accounts Executive to work within a well-established Chartered firm of Financial Planners, based in Leicester. What will you be doing?As the Trainee SSAS Accounts Executive your responsibilities will mostly consist of:

To be the in-house contact for the client
Providing a quality administration service in respect of a portfolio of SSAS’s
Maintaining records that meet the requirements of the firm and the regulator
Providing technical and administrative support to the Financial Planner

Your background:

GCSE Maths and English – Grade B or above (or equivalent)
Educated to A-Level standard (or equivalent)
Computer and Microsoft Office literate – Word, Excel and Outlook
2 years’ experience in an administration role within Financial or Professional Services

The salary for this position is £25,000p/a, this is a full time permanent position. Hybrid working scheme after initial training is complete. 24 days’ holiday, increasing incrementally in recognition of continuous service.For more information please contact Joanne Harris at Four Squared Recruitment

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