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For Companies At a Glance
- Tasks: Manage SSAS client portfolios and support the pensions team with various tasks.
- Company: Join an award-winning Chartered financial planning firm with a strong reputation.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and extensive professional development support.
- Why this job: Be part of a collaborative culture that values growth and offers career progression opportunities.
- Qualifications: Pensions experience or client servicing background; CII qualifications are a plus.
- Other info: Potential for equity participation and a focus on employee wellbeing.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
Account Manage and Administer a portfolio of SSAS clients– Join a Chartered Wealth Management Firm
An award-winning Chartered financial planning firm is seeking a skilled SSAS Client Account Manager to join its specialist pensions team. With over four decades of success and an HNW client base, this firm is committed to delivering excellence in service and advice while supporting employee growth and wellbeing.
Recognised multiple times as one of the Best Financial Advisers to Work For, the company offers a collaborative culture where progression is actively encouraged — including the potential for equity participation as part of its long-term succession planning.
Salary: £28,000 – £38,000 DOE + Bonus + Full Benefits Package
The Role
- The SSAS Client Account Manager will manage a portfolio of SSAS schemes, acting as a trusted point of contact for clients while supporting the wider pensions team. Responsibilities include:
- Establishing new SSAS arrangements and managing takeovers from other providers
- Processing contributions, loan backs, property transactions, and benefit payments
- Producing calculations for borrowing, tax-free cash, drawdown, and death benefits
- Coordinating with legal, financial, and compliance teams to ensure accurate documentation
- Preparing annual reviews, valuations, and bespoke reporting packs for client meetings
- Ensuring all client records and activities are kept up to date using sector-specific systems
Why Consider This Opportunity?
- Established, Chartered firm with strong organic growth and an HNW client base
- Hybrid working model available post-training
- Professional development support, including financial qualifications
- Opportunity to join a business that actively promotes from within
Competitive salary with excellent benefits, including:
- Discretionary annual bonus
- 5% employer pension contribution (rising with service)
- 24 days’ annual leave plus increases for continuous service
- Life assurance (4x salary)
- Health Cash Plan
- Free on-site parking
- Full study support for CII
- Career pathways in technical administration or financial planning
The ideal candidate will have:
- Pensions experience or worked in a client servicing role in an IFA or Investment firm
- Strong technical understanding of pension legislation
- Confident communication skills across email, phone, and face-to-face settings
- High attention to detail, with the ability to manage workloads independently and as part of a team
- Candidates working toward or holding CII qualifications are strongly encouraged.
This is a standout opportunity for a pensions professional ready to take the next step in a highly regarded firm where expertise is valued and development is nurtured.
?? Apply now to take ownership of your career in in financial planning administration.
SSAS Accounts Executive employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS Accounts Executive
✨Tip Number 1
Familiarise yourself with the specific SSAS regulations and pension legislation. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and understanding of the industry.
✨Tip Number 2
Network with professionals in the pensions sector, especially those who work in SSAS. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss your experience in client servicing roles, particularly how you've managed client relationships and resolved issues. Be ready to share specific examples that highlight your communication skills and attention to detail.
✨Tip Number 4
Research the firm’s values and recent achievements. Being able to articulate why you want to work for this particular Chartered Wealth Management Firm will show your enthusiasm and alignment with their mission.
We think you need these skills to ace SSAS Accounts Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the SSAS Accounts Executive. Familiarise yourself with the key tasks such as managing SSAS schemes and coordinating with various teams.
Tailor Your CV: Highlight your relevant experience in pensions or client servicing roles. Emphasise your technical understanding of pension legislation and any qualifications you hold, especially if you're working towards CII qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering excellent client service. Mention specific examples from your past experiences that demonstrate your skills and attention to detail.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and up-to-date.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Pensions Knowledge
Make sure to brush up on your understanding of pension legislation and SSAS schemes. Be prepared to discuss specific examples from your experience that demonstrate your technical knowledge and how it can benefit the firm.
✨Demonstrate Strong Communication Skills
As a client account manager, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and confidently, whether in person or over the phone, to show you can handle various communication channels.
✨Highlight Attention to Detail
Given the nature of the role, attention to detail is crucial. Prepare to discuss how you've managed complex tasks in the past, ensuring accuracy and compliance. Use specific examples to illustrate your ability to maintain high standards.
✨Express Your Interest in Professional Development
This firm values growth and progression, so be sure to express your enthusiasm for furthering your career. Mention any relevant qualifications you're pursuing or interested in, such as CII qualifications, to show your commitment to professional development.
