Client Manager - #1769220

Our SSAS team offer professional services to around 2,000 Small Self-Administered Schemes (SSAS) and 150 Funded Unapproved Retirement Benefits Schemes (FURBS), including trusteeship, consultancy and administration.

We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join our SSAS team as a Client Manager. This role can be based in our Amersham, Cheltenham, Bristol, Glasgow, Leeds, or Liverpool offices working on a hybrid basis.

A snapshot of your day:

• Accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner
• Providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers
• Perform complex administration activities such as earmarked fund splits and bespoke investment
• application paperwork with high levels of accuracy, and check administration work performed by others
• Resolve most client-related queries raised in relation to client work, escalating matters to more experienced colleagues when necessary, and to represent the firm at client meetings

We would love to hear from you if you have:

• Recent experience with SSAS or SIPP
• Experience of interacting with clients directly, whether in administrative or client-facing role
• As a minimum, GCSE (or equivalent) in Maths and English at grade C / 5 or higher
• Working knowledge of Microsoft Excel, Microsoft Word and Microsoft Outlook is desirable, strong IT skills essential
• High levels of integrity and confidentiality as you will be dealing with sensitive information

What’s in it for you:

• Competitive discretionary annual bonus
• Generous pension scheme (8%)
• Core benefits for you including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading
• A comprehensive range of voluntary benefits to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
• For a full list of benefits, please click here

Happy to talk flexible working.

Accessibility

We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here

Not quite the right opportunity for you this time?

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected].