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- Tasks: Manage SSAS administration, from contributions to property transactions and client meetings.
- Company: Join a growing firm specializing in personalized pension administration services.
- Benefits: Enjoy a hybrid work model, competitive salary, and additional perks.
- Why this job: Be part of a dynamic team making a real impact in clients' financial futures.
- Qualifications: Previous experience in pension administration is essential; strong organizational and communication skills required.
- Other info: Applications are welcomed from motivated individuals ready to thrive in a fast-paced environment.
SSAS Client Associate (our ref AL1342)
Hybrid (3 days office/2 days home) or Office based in either Leicester, Salisbury or Bolton
Salary £28,000 – c£34,000 depending on experience + benefits
My clients are dedicated to providing personalised and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS). Due to continued growth, they are now looking to appoint a number of SSAS Client Associates to join their teams. Please note: We can only consider applications from individuals who have previous pension administration experience.
Purpose of the Role:
You will be responsible for providing a quality service to both clients and their advisers and will carry out the day-to-day cradle to grave administration of a portfolio of SSAS s dealing with all aspects of their administration including:
- Establishment/takeover
- Contributions and transfers in and out
- Investment transactions
- Benefit calculations and payment
- Property purchases and sales
- Attend trustee meetings as required
The Person:
The job holder should have experience of Pension (SSAS) administration and demonstrate the following core competencies:
- Good personal organisational skills with the ability to prioritise their own workload
- Proactive, enthusiastic and driven approach
- Works well under pressure maintaining attention to detail
- Ability to work to prescribed deadlines
- Clear & concise communication skills at all levels
- A positive attitude to client care
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.
Pension Client Associate SSAS employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pension Client Associate SSAS
✨Tip Number 1
Make sure to highlight your previous pension administration experience during the interview. Be prepared to discuss specific examples of how you've managed SSAS portfolios and any challenges you've overcome.
✨Tip Number 2
Demonstrate your organisational skills by preparing a brief outline of how you would manage multiple SSAS accounts. This will show your proactive approach and ability to prioritise tasks effectively.
✨Tip Number 3
Research the company’s values and client care philosophy. Be ready to explain how your personal attitude aligns with their commitment to providing quality service to clients and advisers.
✨Tip Number 4
Prepare questions for the interview that reflect your understanding of the role and the industry. This shows your enthusiasm and helps you stand out as a candidate who is genuinely interested in the position.
We think you need these skills to ace Pension Client Associate SSAS
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your previous pension administration experience in your CV. Detail specific tasks you've handled related to SSAS, such as contributions, transfers, and benefit calculations.
Showcase Your Skills: In your application, clearly demonstrate your personal organizational skills and ability to prioritize workload. Provide examples of how you've maintained attention to detail under pressure.
Tailor Your CV: Customize your CV to align with the job description. Use keywords from the listing, such as 'proactive', 'enthusiastic', and 'client care', to show that you fit the role.
Craft a Strong Cover Letter: If a cover letter is required, write a compelling one that explains why you're interested in the SSAS Client Associate position and how your background makes you a great fit for the team.
How to prepare for a job interview at North Oak Recruitment
✨Showcase Your Pension Administration Experience
Make sure to highlight your previous experience in pension administration, especially with SSAS. Be prepared to discuss specific tasks you've handled, such as contributions, transfers, and benefit calculations.
✨Demonstrate Your Organisational Skills
Since the role requires good personal organisational skills, be ready to share examples of how you prioritize your workload and manage multiple tasks effectively, especially under pressure.
✨Communicate Clearly and Concisely
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, and be prepared to answer questions in a straightforward manner, demonstrating your ability to communicate at all levels.
✨Exhibit a Proactive Attitude
Show your enthusiasm for the role by discussing how you take initiative in your work. Share examples of how you've gone above and beyond to provide excellent client care or improve processes in your previous roles.
