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- Tasks: Support clients and manage SSAS accounts with quality administration.
- Company: Join a respected Chartered firm of Financial Planners in Leicester.
- Benefits: Enjoy hybrid working, 24 days holiday, and a competitive salary of £25,000.
- Why this job: Gain valuable experience in finance while working in a supportive environment.
- Qualifications: GCSE Maths and English Grade B or above; A-Level standard preferred.
- Other info: Initial training required before hybrid work begins.
We are currently recruiting for a Trainee SSAS Accounts Executive to work within a well-established Chartered firm of Financial Planners, based in Leicester.
As the Trainee SSAS Accounts Executive your responsibilities will mostly consist of:
- To be the in-house contact for the client
- Providing a quality administration service in respect of a portfolio of SSAS’s
- Maintaining records that meet the requirements of the firm and the regulator
- Providing technical and administrative support to the Financial Planner
Your background:
- GCSE Maths and English – Grade B or above (or equivalent)
- Educated to A-Level standard (or equivalent)
- Computer and Microsoft Office literate – Word, Excel and Outlook
- 2 years’ experience in an administration role within Financial or Professional Services
The salary for this position is £25,000p/a, this is a full time permanent position. Hybrid working scheme after initial training is complete. 24 days’ holiday, increasing incrementally in recognition of continuous service.
For more information please contact Joanne Harris at Four Squared Recruitment.
Trainee SSAS Accounts Executive employer: Four Squared Recruitment Ltd
Contact Detail:
Four Squared Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee SSAS Accounts Executive
✨Tip Number 1
Familiarise yourself with SSAS (Small Self-Administered Schemes) and the specific regulations surrounding them. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work with SSAS. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your previous administrative experience in detail, focusing on how it relates to financial services. Be ready to provide examples of how you've maintained records and supported clients in past roles.
✨Tip Number 4
Research the firm’s values and recent developments in the financial planning industry. Tailoring your conversation to align with their mission can set you apart during the interview process.
We think you need these skills to ace Trainee SSAS Accounts Executive
Some tips for your application 🫡
Understand the Role: Read through the job description carefully to understand the responsibilities and requirements of the Trainee SSAS Accounts Executive position. Tailor your application to highlight how your skills and experiences align with these.
Highlight Relevant Experience: In your CV and cover letter, emphasise your 2 years of experience in an administration role within Financial or Professional Services. Provide specific examples of how you have provided quality administration services or supported financial planners.
Showcase Your Skills: Make sure to mention your proficiency in Microsoft Office, particularly Word, Excel, and Outlook. If you have any additional technical skills that could be relevant to the role, include those as well.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role and the company. Mention why you are interested in working for a Chartered firm of Financial Planners and how you can contribute to their success.
How to prepare for a job interview at Four Squared Recruitment Ltd
✨Know Your SSAS Basics
Make sure you understand the fundamentals of Small Self-Administered Schemes (SSAS). Familiarise yourself with how they operate and their benefits, as this will show your potential employer that you're genuinely interested in the role.
✨Demonstrate Your Administrative Skills
Since the role requires strong administrative capabilities, be prepared to discuss your previous experience in administration. Highlight specific examples where you've successfully managed records or provided support in a professional setting.
✨Showcase Your Communication Skills
As you'll be the in-house contact for clients, effective communication is key. Practice articulating your thoughts clearly and confidently, and be ready to discuss how you've handled client interactions in the past.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows your enthusiasm for the position. Ask about the team dynamics, training opportunities, or what success looks like in this role. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you.
