Overview
Join to apply for the Client Manager role at Barnett Waddingham.
We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join our SSAS team as a Client Manager. This role can be based in our Amersham, Cheltenham, Bristol, Glasgow, Leeds, or Liverpool offices working on a hybrid basis.
Our SSAS team offer professional services to 1,650 Small Self-Administered Schemes (SSAS) and 150 Funded Unapproved Retirement Benefits Schemes (FURBS), including trusteeship, consultancy and administration.
Responsibilities
* 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
Required qualifications and experience
* Recent experience with SSAS or SIPP
* Experience of interacting with clients directly, whether in administrative or client-facing role
* GCSE (or equivalent) in Maths and English at grade C / 5 or higher
* Strong IT skills
* High levels of integrity and confidentiality as you will be dealing with sensitive information
What’s in it for you
* Competitive discretionary annual bonus
* Core benefits including private medical cover, life assurance (x4 - x10), group income protection (65%), and up to 30 days holiday per year with holiday trading
* A comprehensive range of voluntary benefits including electric car leasing, tech scheme, cycle to work, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance (up to 50% of gym/sports membership, up to £50 pm), travel insurance, paid volunteering, and retailer discounts
* For a full list of benefits, please click here
Happy to talk flexible working.
Accessibility
We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here
How to apply
Not quite the right opportunity for you this time? For more about us and other Careers at BW, please click here. Follow Barnett Waddingham on LinkedIn. We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to careers@barnett-waddingham.co.uk.
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