SSAS Accounts Executive - Leicestershire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd
North Oak Recruitment Ltd
Verified Company
Leicestershire, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Reference:
AL1239- Category: Administration, Pensions
SSAS ACCOUNTS EXECUTIVE

Salary:
£25,000 - £32,000 per annum + benefits

Leicester (our ref AL 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 inhouse 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:


  • 24 days holiday plus statutory holidays increasing with service
  • Pension scheme
  • 2 x salary life assurance
  • Essentials private medical insurance
  • Discretionary bonuses
  • Free parking
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