SSAS Client Manager

Are you and experienced SSAS or SIPP professional looking for a new challenge? Then read on! We are currently recruiting for a SSAS client manager to work within an established Financial services firm offering SIPP and SSAS Administration, consulting and trusteeship to a number of professional clients.

What you’ll be doing

• Managing your own portfolio of SSAS clients, ensuring compliance with all regulatory requirements while delivering excellent client service
• Providing technical support to colleagues and developing strong relationships with introducers
• Handling complex administration tasks with accuracy (e.g. earmarked fund splits, bespoke investment applications) and reviewing work completed by others
• Resolving client queries, escalating only where necessary, and representing the firm at client meetings

What we’re looking for

• Recent experience working with SSAS or SIPP arrangements
• Confidence in dealing directly with clients, whether in an admin or client-facing role
• Minimum GCSE (or equivalent) in Maths and English, grade C / 5 or above
• Strong IT skills and attention to detail
• A high level of professionalism, integrity, and confidentiality when handling sensitive information

What’s in it for you

• Competitive annual discretionary bonus
• 8% pension scheme contribution
• Core benefits including private medical cover, life assurance (4x-10x), income protection (65%), and up to 30 days holiday (with trading options)
• Wide range of flexible benefits such as:
• Electric car leasing, tech & cycle-to-work schemes
• Dental cover, healthcare cash plan, and health assessments
• Critical illness cover, travel insurance, and paid volunteering days

Please quote 51845 when calling Sarah at Alexander Lloyd or email them at sha@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.