A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager. The primary purpose of this role is to be 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. Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with … introducers. Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role. If you have working knowledge of handling various administration tasks relating to SSASmore »
A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager. The primary purpose of this role is to be 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. Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with … introducers. Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role. If you have working knowledge of handling various administration tasks relating to SSASmore »
Bolton, Greater Manchester, North West, United Kingdom Hybrid / WFH Options
NJR Recruitment
leading firm of Pension Specialists offering a family orientated working environment. Over the years they have built up an excellent reputation for providing specialist SSAS pension administration services. Our client now offer an excellent opportunity for a pensions administrator to join their team in the Leicester area. Carrying out SSAS … Administration tasks, the successful candidate will join their thriving teams. Working alongside the team leader and forming part of the SSAS Administration team', this role will involve providing direct support to the pension consultants including key directors. The successful candidate will be responsible for managing and administrating a portfolio of … SSAS schemes. Daily duties will be varied consisting of Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment more »
