We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join a fast-paced and established SSAS team as a Client Manager.
This role can be based in either Buckinghamshire, Bristol, Scotland, West Yorkshire or Merseyside based offices working on a hybrid basis.
About the role
- Accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner
- Providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers
- Perform complex administration activities such as earmarked fund splits and bespoke investment application paperwork with high levels of accuracy, and check administration work performed by others
- Resolve most client-related queries raised in relation to client work, escalating matters to more experienced colleagues when necessary, and to represent the firm at client meetings
About you
- Recent experience with SSAS or SIPP
- Experience of interacting with clients directly, whether in administrative or client-facing role
- High levels of integrity and confidentiality as you will be dealing with sensitive information
Please quote reference 106459 If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! Click here [1] for further details on our recommendation scheme. This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk [2] for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies. Links: ------ [1] https://sammons.co.uk/recommend-a-friend/ [2] http://www.sammons.co.uk/
