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- Tasks: Manage SSAS documents, transactions, and provide consultancy for existing schemes.
- Company: Join a York-based firm offering hybrid work and a collaborative environment.
- Benefits: Enjoy flexible working arrangements and a negotiable salary.
- Why this job: Be part of a dynamic team impacting clients' financial futures with diverse responsibilities.
- Qualifications: Experience in SSAS management or consultancy is preferred.
- Other info: Occasional office visits required; great opportunity for growth and learning.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting for the following roles, our client is York based and will give consideration to hybrid working with occasional office visits per month. Salary negotiable. SSAS Client Manager Execution of documents and registrations for Scheme establishment/takeover up to consultant sign off. Ongoing reconciliation of Scheme transactions & Valuations Preparing fund splits via SSAS pro Opening scheme bank accounts Transfers preparation for Consultant Sign off Contributions (limit sign off by consultant) Tax reclaims & Relief at Source Loan work up to consultant sign off. General Scheme Investments either advised or execution only VAT Registration, Returns and De Registration Benefit Calculations up to sign off by consultant. Property Purchase/Sale/Lease – overview signed off by consultant Reconciliation and management of Property rent invoicing Authorising Pension Payments Scheme wind up preparation in readiness for sign off by consultant. SSAS Consultant Provide a consultancy service to a portfolio of existing schemes. Liaising with Member Trustees re: Contributions, Transfers, objectives etc. Those objectives could include bank borrowing, Loanbacks, General Scheme Investments, VAT, Benefit Calculation, Property Purchases, Property Sale and Lease. Liaising with professional connect…
SSAS CLIENT MANAGER SSAS CONSULTANT YORKSHIRE HYBRID WORKING SALARY NEGOTIABLE employer: Profile Search & Selection Ltd
Contact Detail:
Profile Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS CLIENT MANAGER SSAS CONSULTANT YORKSHIRE HYBRID WORKING SALARY NEGOTIABLE
✨Tip Number 1
Familiarize yourself with the specific SSAS regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the SSAS field, especially those who work in Yorkshire. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the local job market.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed client relationships or handled complex transactions. This will showcase your practical experience and problem-solving skills during the interview.
✨Tip Number 4
Research our company culture and values at StudySmarter. Understanding what we stand for will help you align your answers with our expectations and show that you're a great fit for the team.
We think you need these skills to ace SSAS CLIENT MANAGER SSAS CONSULTANT YORKSHIRE HYBRID WORKING SALARY NEGOTIABLE
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the SSAS Client Manager and Consultant roles. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with SSAS, including any specific tasks like document execution, scheme management, or property transactions. Use concrete examples to demonstrate your expertise.
Showcase Your Skills: Mention any relevant qualifications or certifications related to pensions, tax reclaims, or financial consultancy. Highlight your ability to liaise with clients and manage complex transactions effectively.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses the specific needs of the company. Mention your understanding of hybrid working and how you can contribute to their team while managing client portfolios efficiently.
How to prepare for a job interview at Profile Search & Selection Ltd
✨Understand SSAS Fundamentals
Make sure you have a solid grasp of Small Self-Administered Schemes (SSAS) and their regulations. Be prepared to discuss your experience with scheme establishment, transactions, and valuations, as these are key aspects of the role.
✨Showcase Your Consultancy Skills
Highlight your ability to provide consultancy services effectively. Prepare examples of how you've successfully liaised with trustees and managed client expectations in previous roles.
✨Demonstrate Attention to Detail
Since the role involves significant documentation and financial transactions, emphasize your attention to detail. Be ready to discuss how you ensure accuracy in your work, especially regarding tax reclaims and benefit calculations.
✨Prepare for Hybrid Working Questions
As the position offers hybrid working, be ready to discuss how you manage your time and productivity in a remote setting. Share any relevant experiences that demonstrate your ability to work independently while maintaining communication with your team.
