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SSAS Accounts Executive - Pensions

North Oak Recruitment Ltd
Posted 2 days ago, valid for 18 hours
Location

Leicester, Leicestershire LE5 3TB

Salary

£25,000 - £35,000 per annum

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The SSAS Accounts Executive position offers a salary range of £25,000 to £35,000 per annum, along with various benefits.
  • This role is based in Leicester with hybrid working available after a qualifying period.
  • Candidates must have a minimum of 2 years of experience in a SSAS or SIPP client servicing and administration role.
  • The successful applicant will manage a portfolio of SSAS clients and provide support to the Financial Planning Team.
  • Key benefits include a discretionary bonus, life assurance, a pension scheme, and increasing holiday days based on service.

SSAS ACCOUNTS EXECUTIVE

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.