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SSAS Client Associate - Hybrid Working

Brevere Group
Posted 14 days ago, valid for 4 days
Location

Leicester, Leicestershire LE5 3TB

Contract type

Full Time

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 firm is seeking a Pension Administrator (SSAS) with experience in pension administration and a background in professional services.
  • Candidates should have experience managing a portfolio of Small Self-Administered Schemes and possess strong IT skills.
  • The role offers a generous salary package and the opportunity for hybrid working, allowing two days per week from home.
  • Applicants should have good personal organizational skills and the ability to work under pressure while maintaining attention to detail.
  • Experience with FCA regulations is preferred, and the position is ideal for someone looking to develop their skills in a supportive environment.

Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background.

Duties for this role will include:

  • Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes
  • Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
  • Calculate and pay retirement benefits.
  • Process contributions and transfers into the scheme.
  • Arrange buying/surrender of investment portfolios.
  • Prepare scheme asset valuations and member fund share calculations.
  • Undertake property and land purchases and sales in accordance with internal procedures and guidelines.

You will have:

  • Experience of SSAS administration/managing a portfolio of clients
  • Good personal organisational skills with the ability to prioritise their own workload.
  • Works well under pressure maintaining attention to detail.
  • Ability to work to prescribed deadlines.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, 2 days per week from home.

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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.