SSAS Client Manager
Our client, a leading Pensions Consultancy, is seeking a SSAS Client Manager to join their specialist SSAS team.
This is an excellent opportunity for someone with prior SSAS or SIPP experience to take ownership of their own client portfolio in a team / business respected in the market for their high quality work and focus on employee well-being.
Why this role?
- Manage your own portfolio of SSAS clients and be trusted as their main point of contact
- Get involved in interesting and complex work – from bespoke investments to fund splits
- Build strong relationships with trustees, introducers, and colleagues across the business
- Play a key role in client meetings and have your voice heard
- Join a collaborative, supportive team with opportunities to grow your career
About you:
- Recent experience working with SSAS or SIPP
- Confident communicating directly with clients
- Minimum GCSE (or equivalent) in Maths and English (grade C / 5 or above)
- Strong IT skills and high attention to detail
- Integrity and discretion when dealing with sensitive information
What’s in it for you?
- Competitive discretionary annual bonus
- 8% pension scheme
- Private medical cover, life assurance, income protection
- Up to 30 days holiday (with the option to trade)
- Wide-ranging flexible benefits including electric car leasing, gym membership allowance, volunteering days, healthcare cash plan, critical illness cover, and retail discounts
To ensure that all candidates have a fair opportunity to show their abilities during the recruitment process, adjustments may be required. If your physical or mental health or disability may require adjustments to be made to the process, please contact the team to discuss. All information will be treated in accordance with our data protection policy.