Pensions Project Manager

SSAS Portfolio Training and Culture Development Manager

• Location: Leicester, Salisbury, Bolton, or Wimbledon
• Job Type: 6-month Fixed Term Contract (FTC)
• Salary: up to £50k

Reed Financial Services are seeking a SSAS Portfolio Training and Culture Development Manager to join a partnering team. This role is pivotal in providing comprehensive SSAS portfolio training and fostering a culture that is supported by our core values of Professionalism, Excellence, Empathy, and Respect (PEER). The successful candidate will be instrumental in promoting a growth mindset and ensuring continuous improvement and development across the teams.

Day-to-day of the role:

• Provide end-to-end SSAS portfolio training, from inception to completion.
• Cultivate a workplace culture that aligns with our values of Professionalism, Excellence, Empathy, and Respect.
• Encourage continuous learning and development within the team, promoting a growth mindset.
• Maintain up-to-date industry knowledge by attending conferences and engaging with relevant materials.
• Ensure all training materials are current and adhere to industry regulations.
• Work collaboratively with other departments to ensure a cohesive approach to SSAS portfolio management.
• Adhere to Health & Safety Guidelines as outlined in the Health & Safety Management System document.
• Model and promote behaviours that reflect our Company Values ‘PEER’.
• Ensure compliance with Company policies, procedures, and guidelines.

Required Skills & Qualifications:

• Extensive experience in the Self-Administered Pensions arena, particularly with SSAS.
• Deep understanding of the cradle to grave administration process for SSAS.
• Proven track record of creating and sustaining a positive team culture aligned with organisational values.
• Exceptional communication and presentation skills, particularly in training and development contexts.
• Ability to work effectively both independently and as part of a team.
• Strong organisational skills with the ability to prioritise workloads effectively.
• Proficiency in Microsoft Office suite, especially PowerPoint and Word.
• Experience in presenting to industry professionals, working within set budgets, and meeting face-to-face with clients to understand and address their needs.
• Experience in developing and running training seminars and workshops.

Benefits:

• Opportunity to work in a dynamic and supportive environment.
• Chance to significantly impact team growth and culture.
• Exposure to continuous professional development and learning.

To apply for the SSAS Portfolio Training and Culture Development Manager position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.