SSAS Client Manager

The SSAS Client Manager is responsible for administering a portfolio of Small Self-Administered Schemes (SSAS) and Funded Unapproved Retirement Benefits Schemes (FURBS). This role involves providing internal technical support, performing administration tasks, and providing client services. The position offers the opportunity to work in a hybrid environment with the firm's Amersham, Cheltenham, Bristol, Glasgow, Leeds, or Liverpool offices.

Requirements

• Recent experience with SSAS or SIPP
• Experience of interacting with clients directly, whether in administrative or client-facing roles
• GCSE (or equivalent) in Maths and English at grade C / 5 or higher
• Strong IT skills
• High levels of integrity and confidentiality

Benefits

• Competitive discretionary annual bonus
• Generous pension scheme
• Core benefits 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
• Electric car leasing scheme
• Tech scheme
• Cycle to work scheme
• Dental cover
• Healthcare cash plan
• Health assessments
• Critical illness cover
• Sports Allowance
• Travel insurance
• Paid volunteering