We have an incredible opening for a SSAS Client Associate (Small Self-Administered Schemes) to be a part of the UK's leading SSAS provider based in Bolton.
This highly admired, and award-winning financial services business has experienced significant growth and has over 4,000 schemes with assets under administration of over £4 billion. At the core of the business is its people, creating an innovative and caring culture as well as providing genuine work life balance along with future career development opportunities.
The SSAS Client Associate will manage their own portfolio of clients, ensuring cradle to grave administration is fulfilled as well as providing technical advice and guidance which is personalised and pragmatic to deliver the best possible outcomes for clients.
This opening would be a phenomenal career move for a professional with a sound working application of pension administration including SSAS, SIPP, DB or FPT, with the ability to add-value in a dedicated and personalised service for clients.
Responsibilities:
Demonstrate knowledge & understanding on behalf of clients, actively engaging with advisors to adhere to their needs
Supplying technical guidance and recommendations for best possible outcomes for clients
Producing review packs and delivering due diligence on new investments
Managing day-to-day administration of SSAS schemes including:
Calculate and pay retirement benefits
Management of investment portfolios
Undertake pro...