Client Associate SSAS

LOCATION

Remote

CONTRACT TYPE

Full-time

STARTING DATE

03 March 2025

SALARY DETAILS

40000

SOFT SKILLS

• Organisational Skills
• Ability to work well under pressure
• Client Relationship Management
• Communication Skills
• Positive Attitude
• Proactive Approach
• Enthusiasm

HARD SKILLS

• SSAS/SIPP Pensions Knowledge
• SSAS Property and Loan Back Knowledge
• Knowledge of SSAS Benefits
• Ability to work to prescribed deadlines
• Attention to detail

DESCRIPTION

Client Associate SSAS – Join Our Friendly SSAS Team!

Work from any of these office locations: Bolton, Bristol, Leicester and Salisbury, on a hybrid or remote basis.

Are you someone who loves helping people and has a knack for details? Do you understand SSAS pensions and want to work in a place where your voice matters? Then you might be a perfect fit for our growing SSAS Operational Team!

What You’ll Be Doing:

Imagine being the go-to person for a group of clients, making sure their SSAS pensions are running smoothly. You’ll handle everything from start to finish – think processing paperwork, answering questions, and keeping things organised. You’ll get to know your clients and their advisors, building real relationships and making their lives easier.

Here’s a snapshot:

Become a Trusted Advisor: You’ll be the main point of contact for your clients, helping them understand their pensions and making sure everything is handled correctly.

Keep Things Running Smoothly: You’ll manage all the paperwork and processes for your clients’ SSAS pensions, ensuring everything is accurate and on time.

Stay Up-to-Date: Pensions can be complex, so you’ll stay on top of the latest rules and regulations.

Work as a Team: We’re a friendly bunch, and we believe in helping each other out. You’ll work closely with your colleagues to ensure everyone succeeds.

Learn and Grow: We’re committed to helping you develop your skills and advance your career. We offer training, support for professional qualifications, and clear paths for growth.

Who We’re Looking For:

We’re looking for someone who:

– Knows their way around SSAS or SIPP pensions.
– Is super organized and can juggle multiple tasks without breaking a sweat.
– Can stay calm and focused, even when things get busy.
– Is great at talking to people and building relationships.
– Understands SSAS property and loan backs.
– Is positive, enthusiastic, and ready to learn.
– Has a “Can Do” attitude.

Why Join Our Team?

We’re an independent, director-owned business that values our team members. Here’s what makes us special:

• Your Voice Matters: We believe everyone has something to contribute, and we encourage open communication.
• We Live Our Values: We’re committed to Professionalism, Excellence, Empathy, and Respect.
• Inclusive Workplace: We celebrate diversity and believe everyone deserves to feel welcome and respected. We are a member of a leading UK inclusion and diversity organisation.
• Career Growth: We invest in your development with training, study leave, and clear career paths.
• Friendly Team: You’ll be part of a supportive and collaborative team.
• Flexible Working: We offer flexible working options, including hybrid and remote work.
• We offer a competitive benefits package.