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.
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 SSAS administration and demonstrate the following core competencies: * Good personal organisational skills with the ability to prioritise their own workload * Proactive, enthusiastic and driven approach * Works well under pressure maintaining attention to detail * Ability to work to prescribed deadlines * Clear & concise communication skills at all levels * A positive attitude to client care If this role is of interest, please apply with an up-to-date CV.
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