At a Glance
- 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.
- Other info: Discretionary bonuses and health cash plans available.
- Why this job: Be part of a growing team with opportunities for professional development and client interaction.
- Qualifications: 2+ years in SSAS/SIPP administration; CII qualifications preferred.
Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.
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 in Enderby employer: North Oak Recruitment
Join a leading UK Wealth Management & Pension Scheme Advisory Company in Leicester, where you will be part of a dynamic team dedicated to providing exceptional service to SSAS clients. With a strong focus on employee growth, we offer comprehensive training opportunities, a supportive work culture, and a range of benefits including a competitive salary, discretionary bonuses, and a hybrid working scheme after your initial training. Experience a rewarding career in a thriving environment that values your contributions and fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land SSAS Accounts Executive Pensions in Enderby
✨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 the field during interviews.
✨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 your application.
✨Tip Number 3
Prepare to discuss specific examples from your previous experience managing SSAS clients. Highlight any challenges you faced and how you overcame them, as this will showcase your problem-solving skills and expertise.
✨Tip Number 4
Research our company culture and values at StudySmarter. Tailoring your conversation to align with our mission and demonstrating how you can contribute to our team will make a strong impression during the interview process.
We think you need these skills to ace SSAS Accounts Executive Pensions in Enderby
Some tips for your application 🫡
Understand the Role:Before applying, make sure you fully understand the responsibilities and requirements of the SSAS Accounts Executive position. Tailor your application to highlight your relevant experience in managing SSAS clients.
Highlight Relevant Experience:In your CV, emphasise your previous experience in SSAS or SIPP client servicing and administration. Use specific examples to demonstrate your skills and how they align with the job description.
Show Willingness to Learn:Mention your willingness to obtain the CII Award/Certificate/Diploma units if you do not already hold them. This shows your commitment to professional development and aligns with the company's expectations.
Craft a Strong Cover Letter:Write a compelling cover letter that explains why you are interested in the role and how your background makes you a suitable candidate. Make sure to address the key skills and experiences mentioned in the job description.
How to prepare for a job interview at North Oak Recruitment
✨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 crucial in demonstrating your suitability for the role.
✨Showcase Your Client Relationship Skills
Since maintaining good working relationships with clients is key, think of examples from your past roles where you've successfully managed client interactions. Highlight your communication skills and how you ensure client satisfaction.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge related to pensions and financial planning. Familiarise yourself with relevant regulations and compliance requirements, as well as any recent changes in the industry that may affect SSAS administration.
✨Demonstrate Your Commitment to Professional Development
Since the role requires or encourages obtaining CII qualifications, be ready to discuss your plans for professional development. Show enthusiasm for learning and how you intend to keep your skills updated in the ever-evolving field of pensions.
