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. Please note: We can only consider applications from individuals who have previous pension administration experience.
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 Pension (SSAS) administration and demonstrate the following core competencies:
1. Good personal organisational skills with the ability to prioritise their own workload<...