At a Glance
- Tasks: Manage a portfolio of SSAS clients, handling investments, trades, and compliance.
- Company: Join JohnstonGreer, a leading recruitment agency in Financial Services and Pensions.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional growth.
- Other info: This role offers a chance to grow within a dynamic consultancy environment.
- Why this job: Be part of a thriving team with a focus on client relationships and industry expertise.
- Qualifications: Experience in a SSAS role with strong knowledge of technical regulations is essential.
The predicted salary is between 24000 - 35000 £ per year.
£28,000 to £35,000 plus benefits and bonus.
SSAS specialist required by this industry leading consultancy that distributes their products directly to clients and via the intermediary channel. Thriving new business and further acquisition of books 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
Candidates will be currently or recently working in a SSAS role dealing with schemes daily. You will have acquired an excellent level of knowledge across technical, legislation and regulation relating to SSAS arrangements.
StudySmarter Expert Advice🤫
We think this is how you could land SSAS Account Manager in Manchester
✨Tip Number 1
Familiarise yourself with the latest SSAS regulations and legislation. Being well-versed in current compliance requirements will not only boost your confidence but also demonstrate your expertise during any discussions with potential employers.
✨Tip Number 2
Network with professionals in the SSAS field. Attend industry events or join relevant online forums to connect with others who work in similar roles. This can lead to valuable insights and even job referrals.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience. Highlighting your hands-on knowledge of managing SSAS clients and handling various scenarios will set you apart from other candidates.
✨Tip Number 4
Showcase your communication skills. As an Account Manager, maintaining strong relationships with clients and IFAs is crucial. Be ready to demonstrate how you've effectively communicated complex information in your past roles.
We think you need these skills to ace SSAS Account Manager in Manchester
Some tips for your application 🫡
Understand the Role:Familiarise yourself with the responsibilities of an SSAS Account Manager. Highlight your experience in servicing SSAS clients, processing investments, and maintaining compliance in your application.
Tailor Your CV:Make sure your CV reflects your relevant experience in SSAS roles. Emphasise your knowledge of technical legislation and regulation, as well as any specific achievements in client servicing or portfolio management.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for the role and the industry. Mention why you are interested in working with this consultancy and how your skills align with their needs.
Proofread Your Application:Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at JohnstonGreer
✨Show Your SSAS Knowledge
Make sure to brush up on your knowledge of SSAS arrangements, including technical aspects, legislation, and regulations. Be prepared to discuss specific scenarios you've encountered in your previous roles to demonstrate your expertise.
✨Highlight Client Management Skills
Since the role involves maintaining a high level of contact with clients and IFAs, be ready to share examples of how you've successfully managed client relationships in the past. This could include handling difficult situations or providing exceptional service.
✨Prepare for Technical Questions
Expect to face technical questions related to processing investments, trades, and compliance. Review common procedures and regulations to ensure you can answer confidently and accurately during the interview.
✨Demonstrate Your Team Spirit
As the company is expanding its team, showcasing your ability to work collaboratively will be crucial. Share experiences where you've contributed to team success or supported colleagues in achieving their goals.
