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- Tasks: Manage SSAS client portfolios and provide top-notch administrative support.
- Company: Join a leading UK Wealth Management & Pension Scheme Advisory Company.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Why this job: Be part of a growing team with opportunities for professional development and client interaction.
- Qualifications: 2+ years in SSAS or SIPP administration; CII qualifications preferred.
- Other info: Discretionary bonuses and health cash plans available.
The predicted salary is between 25000 - 35000 £ per year.
Salary: £25,000 - £35,000 per annum + benefits
Leicester (our ref AL1372) - hybrid working available after qualifying period
My client is a leading UK Wealth Management & Pension Scheme Advisory Company, and due to continued growth, they now have an outstanding opportunity for an experienced Pension Administrator to join the team as a SSAS Accounts Executive. This is an excellent opportunity to join a growing business and be a crucial member of the SSAS Team. Previous experience managing a portfolio of SSAS clients is essential for this role.
Key knowledge, skills and experience required:
- To hold or be willing to obtain CII Award/Certificate/Diploma units (or equivalent)
- A minimum of 2 years’ experience in a SSAS or SIPP client servicing and administration role
Responsibilities:
- To provide a quality administration service in respect of SSAS arrangements allocated to the Accounts Executive.
- To provide technical and administrative support to the Financial Planning Team.
- To provide an in-house point of contact for the client and maintain good working relationships with them.
- To maintain records that meet the requirements of the firm and the regulator.
Benefits:
- Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience)
- Discretionary bonus
- 4 x salary life assurance
- Pension; 5% employer contribution - Increasing incrementally in recognition of service.
- Salary sacrifice scheme available
- 24 days’ holiday - Increasing incrementally in recognition of continuous service
- Health Cash Plan Scheme
- Free parking
- Hybrid Working Scheme - Following completion of initial training and induction
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
SSAS Accounts Executive - Pensions employer: North Oak Recruitment Ltd
Contact Detail:
North Oak Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS Accounts Executive - Pensions
✨Tip Number 1
Familiarise yourself with the latest regulations and best practices in SSAS and SIPP administration. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in this field during any discussions.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who work with SSAS. Attend relevant seminars or webinars to make connections and gain insights that could give you an edge in interviews.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience managing SSAS clients. Highlight how you maintained client relationships and handled administrative tasks effectively, as these are key aspects of the role.
✨Tip Number 4
Show enthusiasm for the company’s growth and values during your interactions. Research their recent achievements and express how you can contribute to their success, making you a memorable candidate.
We think you need these skills to ace SSAS Accounts Executive - Pensions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in SSAS or SIPP client servicing and administration. Emphasise any relevant qualifications, such as the CII Award/Certificate/Diploma units, and showcase your ability to manage a portfolio of clients.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the role and demonstrate your understanding of the importance of maintaining good client relationships.
Highlight Relevant Skills: In your application, focus on key skills such as technical support, administration, and record-keeping. Mention any experience you have in providing quality administration services and how you can contribute to the SSAS Team.
Proofread Your Application: Before submitting, 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 the financial services industry.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Know Your SSAS Basics
Make sure you brush up on your knowledge of Small Self-Administered Schemes (SSAS) and how they operate. Be prepared to discuss your previous experience managing SSAS clients, as this will be a key focus during the interview.
✨Demonstrate Client Relationship Skills
Since maintaining good working relationships with clients is crucial for this role, think of examples from your past where you've successfully managed client interactions. Highlight your communication skills and how you ensure client satisfaction.
✨Show Your Commitment to Professional Development
The company values candidates who are willing to obtain relevant qualifications. Be ready to discuss your plans for obtaining the CII Award/Certificate/Diploma or any other relevant certifications, showing your commitment to continuous learning.
✨Prepare Questions About the Role
Have a few thoughtful questions ready about the SSAS Accounts Executive position and the company's culture. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
