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For Companies At a Glance
- Tasks: Manage a portfolio of SSAS clients and provide technical support.
- Company: Join a leading pension consultancy known for its innovative solutions.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in the financial services sector.
- Qualifications: Experience in a SSAS role is essential; strong communication skills are a plus.
- Other info: Opportunity to mentor new team members and enhance your leadership skills.
The predicted salary is between 30000 - 36000 £ per year.
£36,000 to £42,000 plus benefits and bonus.
Senior SSAS professional required by this prominent pension consultancy that distributes their products via the intermediary channel. Increased new business and further book acquisitions has resulted in a need to grow the team.
You will be responsible for the ongoing servicing of a portfolio of SSAS clients including:
- processing investments/trades
- drawdown
- benefits
- contributions
- divorces
- bereavements
- setting up new schemes
- technical support
- reports
- compliance
- record keeping
- maintaining a high level of contact with clients and IFAs
As a senior member of the team you will assist with the monitoring of the team’s work whilst also supporting new start training and induction. Candidates will be currently or recently working in a SSAS role dealing with schemes daily.
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior SSAS Consultant
✨Tip Number 1
Network with professionals in the SSAS and pension consultancy sectors. Attend industry events or webinars to connect with potential colleagues and employers, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Stay updated on the latest trends and regulations in SSAS. Demonstrating your knowledge during interviews can set you apart from other candidates and show your commitment to the field.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed SSAS portfolios or resolved client issues. Real-life examples can illustrate your expertise and problem-solving skills effectively.
✨Tip Number 4
Research the company culture and values of the consultancy you're applying to. Tailoring your conversation to align with their ethos can demonstrate your genuine interest and fit for the team.
We think you need these skills to ace Senior SSAS Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in SSAS roles. Focus on specific responsibilities you've handled, such as processing investments, managing client relationships, and compliance tasks.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the pension consultancy sector. Mention how your skills align with the job requirements and your ability to support team training and induction.
Highlight Technical Skills: Emphasise any technical skills or software knowledge related to SSAS. This could include familiarity with reporting tools, compliance regulations, or investment processing systems that are relevant to the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at JohnstonGreer
✨Know Your SSAS Inside Out
Make sure you have a solid understanding of Self-Invested Personal Pensions (SSAS) and the specific responsibilities that come with managing them. Brush up on recent changes in regulations and best practices, as this will show your expertise and commitment to the role.
✨Demonstrate Client Management Skills
Since the role involves maintaining high levels of contact with clients and IFAs, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle complex situations with professionalism.
✨Showcase Team Leadership Experience
As a senior member of the team, you'll be expected to assist with monitoring work and training new starters. Be ready to discuss your previous leadership experiences and how you've contributed to team success, including any mentoring or training roles you've taken on.
✨Prepare for Technical Questions
Expect technical questions related to SSAS processes such as investments, drawdowns, and compliance. Review common scenarios and be prepared to explain how you would handle them, demonstrating your problem-solving skills and technical knowledge.
