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- Tasks: Manage a portfolio of SSAS clients and ensure compliance with regulatory requirements.
- Company: Join a leading UK Pension Consultancy focused on financial planning and pensions.
- Benefits: Enjoy full-time employment with opportunities for career progression and internal support roles.
- Why this job: Be part of a dynamic team, making a real impact in clients' financial futures.
- Qualifications: Must have 3 years' experience with SSAS or SIPP and strong client interaction skills.
- Other info: Ideal for those looking to grow in the financial services sector.
The predicted salary is between 36000 - 60000 £ per year.
Bruin Greater Bristol Area, United Kingdom
Bruin Greater Bristol Area, United Kingdom
1 week ago Be among the first 25 applicants
This range is provided by Bruin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Bruin
Financial Planning & Pensions Recruitment Specialist | Connecting Talent with Leading Financial Services Firms
A leading UK Pension Consultancy are looking for an individual who has recent working experience of SSAS and/or SIPPs to join their team as a Client Manager.
The primary purpose of this role is to be 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.
Depending on experience or progression, additional opportunities may be available to further business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers.
Those applying for this role must have at least 3 years’ recent experience with SSAS or SIPP, displaying broad knowledge as well as experience of interacting with clients directly, whether in administrative or client-facing role.
If you have working knowledge of handling various administration tasks relating to SSAS or SIPP, such as record-keeping, bank transaction reconciliation, handling investment requests, property transactions and member benefits, then I would love to hear from you!
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative, Consulting, and Customer Service
-
Industries
Financial Services and Pension Funds
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SSAS Pension Client Manager employer: Bruin
Contact Detail:
Bruin Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS Pension Client Manager
✨Tip Number 1
Make sure to brush up on your knowledge of SSAS and SIPPs. Being able to discuss recent changes in regulations or best practices during an interview can really set you apart from other candidates.
✨Tip Number 2
Network with professionals in the pension consultancy field. Attend industry events or join relevant online forums to connect with others who might provide insights or even referrals for the Client Manager role.
✨Tip Number 3
Prepare to demonstrate your client management skills. Think of specific examples where you've successfully managed client relationships or resolved issues, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with the company culture at Bruin. Understanding their values and mission can help you tailor your approach during interviews and show that you're a good fit for their team.
We think you need these skills to ace SSAS Pension Client Manager
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your recent experience with SSAS or SIPPs in your CV. Detail specific tasks you've handled, such as record-keeping and bank transaction reconciliation, to demonstrate your suitability for the role.
Tailor Your CV: Customise your CV to align with the job description provided by Bruin. Use keywords from the job listing, such as 'client management' and 'regulatory compliance', to ensure your application stands out.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are the perfect fit for the Client Manager position. Discuss your passion for financial services and how your skills can benefit Bruin's clients.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Bruin
✨Showcase Your SSAS and SIPP Knowledge
Make sure to highlight your recent experience with SSAS and SIPPs during the interview. Be prepared to discuss specific tasks you've handled, such as record-keeping and bank transaction reconciliation, to demonstrate your expertise.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory requirements associated with administering a SSAS. Being able to articulate how you ensure compliance in your previous roles will show that you are well-prepared for the responsibilities of the Client Manager position.
✨Emphasise Client Interaction Skills
Since this role involves direct client interaction, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to meet client needs professionally.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask the interviewer about the company culture, team dynamics, and expectations for the Client Manager role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
