Join Our Friendly SSAS Team!
Work from any of these office locations: Bolton, Bristol, Leicester and Salisbury, on a hybrid or remote basis.
Are you someone who loves helping people and has a knack for details? Do you understand SSAS pensions and want to work in a place where your voice matters? Then you might be a perfect fit for our growing SSAS Operational Team!
What You’ll Be Doing:Imagine being the go-to person for a group of clients, making sure their SSAS pensions are running smoothly. You’ll handle everything from start to finish – think processing paperwork, answering questions, and keeping things organised. You’ll get to know your clients and their advisors, building real relationships and making their lives easier.
Here’s a snapshot:
Become a Trusted Advisor: You’ll be the main point of contact for your clients, helping them understand their pensions and making sure everything is handled correctly.
Keep Things Running Smoothly: You’ll manage all the paperwork and processes for your clients’ SSAS pensions, ensuring everything is accurate and on time.
Stay Up-to-Date: Pensions can be complex, so you’ll stay on top of the latest rules and regulations.
Work as a Team: We’re a friendly bunch, and we believe in helping each other out. You’ll work closely with your colleagues to ensure everyone succeeds.
Learn and Grow: We’re committed to helping you develop your skills and advance your career. We offer training, support for professional qualifications, and clear paths for growth.
Who We’re Looking For:We’re looking for someone who:
– Knows their way around SSAS or SIPP pensions.
– Is super organized and can juggle multiple tasks without breaking a sweat.
– Can stay calm and focused, even when things get busy.
– Is great at talking to people and building relationships.
– Understands SSAS property and loan backs.
– Is positive, enthusiastic, and ready to learn.
– Has a “Can Do” attitude.
We’re an independent, director-owned business that values our team members. Here’s what makes us special: