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- Tasks: Manage your own portfolio of SSAS clients and ensure compliance while delivering top-notch service.
- Company: Established financial services firm with a focus on SIPP and SSAS administration.
- Benefits: Competitive bonus, generous pension contributions, and flexible benefits like electric car leasing.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience with SSAS or SIPP, strong IT skills, and a professional attitude.
- Other info: Great career growth opportunities and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Are you and experienced SSAS or SIPP professional looking for a new challenge? Then read on! We are currently recruiting for a SSAS client manager to work within an established Financial services firm offering SIPP and SSAS Administration, consulting and trusteeship to a number of professional clients.
What you'll be doing
- Managing your own portfolio of SSAS clients, ensuring compliance with all regulatory requirements while delivering excellent client service
- Providing technical support to colleagues and developing strong relationships with introducers
- Handling complex administration tasks with accuracy (e.g. earmarked fund splits, bespoke investment applications) and reviewing work completed by others
- Resolving client queries, escalating only where necessary, and representing the firm at client meetings
What we're looking for
- Recent experience working with SSAS or SIPP arrangements
- Confidence in dealing directly with clients, whether in an admin or client-facing role
- Minimum GCSE (or equivalent) in Maths and English, grade C / 5 or above
- Strong IT skills and attention to detail
- A high level of professionalism, integrity, and confidentiality when handling sensitive information
What's in it for you
- Competitive annual discretionary bonus
- 8% pension scheme contribution
- Core benefits including private medical cover, life assurance (4x-10x), income protection (65%), and up to 30 days holiday (with trading options)
- Wide range of flexible benefits such as:
- Electric car leasing, tech & cycle-to-work schemes
- Dental cover, healthcare cash plan, and health assessments
- Critical illness cover, travel insurance, and paid volunteering days
Please quote 51845 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.
SSAS Client Manager employer: Alexander Lloyd
Contact Detail:
Alexander Lloyd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a SSAS Client Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of SSAS and SIPP arrangements. We recommend practising common interview questions and scenarios you might face, so you can showcase your expertise with confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Keep an eye on our website for new job postings! We regularly update our listings, and applying directly through us can give you a better chance of landing that SSAS Client Manager position.
We think you need these skills to ace SSAS Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SSAS Client Manager role. Highlight your recent experience with SSAS or SIPP arrangements and any relevant skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've managed client portfolios or resolved complex queries in the past. We love a good story!
Show Off Your Attention to Detail: Since the role involves handling sensitive information and complex administration tasks, make sure your application is free from errors. Double-check everything before hitting send. We appreciate precision and professionalism!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Alexander Lloyd
✨Know Your SSAS Inside Out
Make sure you brush up on your knowledge of SSAS and SIPP arrangements. Be prepared to discuss specific regulations and compliance requirements, as well as any recent changes in the industry. This will show that you're not just familiar with the basics but are genuinely engaged with the field.
✨Showcase Your Client Management Skills
Think of examples from your past experience where you've successfully managed client relationships or resolved complex queries. Be ready to explain how you handle difficult situations and maintain professionalism, as this is crucial for the role.
✨Demonstrate Attention to Detail
Since the role involves handling complex administration tasks, be prepared to discuss how you ensure accuracy in your work. You might want to share specific strategies or tools you use to keep track of details, especially when dealing with earmarked fund splits or bespoke investment applications.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to client management or their expectations for the SSAS Client Manager role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
