Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a portfolio of SSAS clients and ensure compliance with regulations.
- Company: Barnett Waddingham provides professional services to thousands of retirement schemes.
- Benefits: Enjoy flexible working, competitive bonuses, and a range of health and lifestyle perks.
- Why this job: Join a supportive team and make a real impact in client relationships.
- Qualifications: Experience with SSAS/SIPP and strong IT skills are essential.
- Other info: Hybrid working available across multiple UK locations.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Client Manager role at Barnett Waddingham
2 weeks ago Be among the first 25 applicants
Join to apply for the Client Manager role at Barnett Waddingham
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Barnett Waddingham
Our SSAS team offer professional services to around 2,000 Small Self-Administered Schemes (SSAS) and 150 Funded Unapproved Retirement Benefits Schemes (FURBS), including trusteeship, consultancy and administration.
We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join our SSAS team as a Client Manager. This role can be based in our Amersham, Cheltenham, Bristol, Glasgow, Leeds, or Liverpool offices working on a hybrid basis.
A snapshot of your day:
- 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
- Providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers
- Perform complex administration activities such as earmarked fund splits and bespoke investment
- application paperwork with high levels of accuracy, and check administration work performed by others
- Resolve most client-related queries raised in relation to client work, escalating matters to more experienced colleagues when necessary, and to represent the firm at client meetings
We would love to hear from you if you have:
- Recent experience with SSAS or SIPP
- Experience of interacting with clients directly, whether in administrative or client-facing role
- As a minimum, GCSE (or equivalent) in Maths and English at grade C / 5 or higher
- Working knowledge of Microsoft Excel, Microsoft Word and Microsoft Outlook is desirable, strong IT skills essential
- High levels of integrity and confidentiality as you will be dealing with sensitive information
What’s in it for you:
- Competitive discretionary annual bonus
- Core benefits for you 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 (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
- For a full list of benefits, please click here
Happy to talk flexible working.
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here
Not quite the right opportunity for you this time?
For more about us and other Careers at BW, please click here
Follow Barnett Waddingham on LinkedIn
We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to careers@barnett-waddingham.co.uk.
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
Referrals increase your chances of interviewing at Barnett Waddingham by 2x
Get notified about new Client Manager jobs in City Of Bristol, England, United Kingdom.
City Of Bristol, England, United Kingdom 2 weeks ago
City Of Bristol, England, United Kingdom 2 weeks ago
City Of Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 3 days ago
City Of Bristol, England, United Kingdom 3 days ago
Bristol, England, United Kingdom 1 week ago
Customer and Trading Manager – Nightshift
Bristol, England, United Kingdom 1 week ago
Portishead, England, United Kingdom 2 days ago
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 month ago
Customer Services Insights Senior Manager
Bristol, England, United Kingdom 1 week ago
Customer Success Manager – Bahrain (open to Expats)
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 day ago
Bristol, England, United Kingdom 1 month ago
City Of Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 2 weeks ago
Senior Clients and Markets Executive (NHS Health and Care)
City Of Bristol, England, United Kingdom 4 weeks ago
Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 2 weeks ago
Strategic Development Manager – Bristol – New Roles! (REFGJ27)
City Of Bristol, England, United Kingdom 5 days ago
City Of Bristol, England, United Kingdom 2 weeks ago
City Of Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 2 days ago
Bristol, England, United Kingdom 1 day ago
Senior Manager – Wealth & Asset Management, Business Transformation
Bristol, England, United Kingdom 1 week ago
General Manager | Fast Growth Speakeasy Bar
Customer and Trading Manager – Nightshift
Bristol, England, United Kingdom 1 week ago
Wrington, England, United Kingdom 4 weeks ago
City Of Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 week ago
Contract Management Opportunities – Energy | Expression of Interest
Bristol, England, United Kingdom 6 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Client Manager employer: Barnett Waddingham
Contact Detail:
Barnett Waddingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to SSAS and SIPPs. 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 industry, especially those who work with SSAS or SIPPs. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in client management during interviews. Be ready to share specific examples of how you've successfully handled client queries or built relationships in previous roles.
✨Tip Number 4
Research Barnett Waddingham's values and recent projects. Tailoring your conversation to align with their mission and showcasing your enthusiasm for their work can set you apart from other candidates.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Manager at Barnett Waddingham. Familiarise yourself with SSAS and SIPP concepts, as well as the specific tasks mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience with SSAS or SIPPs. Emphasise any client-facing roles you've had and showcase your administrative skills, particularly in complex tasks like fund splits and investment paperwork.
Craft a Strong Cover Letter: Write a compelling cover letter that connects your experience to the job requirements. Mention your understanding of regulatory compliance and your ability to build business relationships, as these are key aspects of 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 for a role that involves managing sensitive information.
How to prepare for a job interview at Barnett Waddingham
✨Know Your SSAS and SIPP Basics
Make sure you brush up on your knowledge of Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP). Be prepared to discuss how these schemes operate and the regulatory requirements involved, as this will show your expertise and confidence in the subject matter.
✨Demonstrate Client Interaction Skills
Since the role involves direct client interaction, think of examples from your past experiences where you've successfully managed client relationships. Highlight your communication skills and how you've resolved client queries effectively, as this will be crucial for the Client Manager position.
✨Showcase Your Technical Proficiency
Familiarise yourself with Microsoft Excel, Word, and Outlook, as these tools are essential for the role. Be ready to discuss how you've used these applications in previous roles, especially in relation to complex administration tasks or data management.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask your interviewers about the company culture, team dynamics, and expectations for the Client Manager role. This not only shows your interest in the position but also helps you determine if the company is the right fit for you.
