Placement Opportunity Developing Client Relationship Manager Team
Placement Opportunity Developing Client Relationship Manager Team
1 week ago Be among the first 25 applicants
Direct message the job poster from Doherty Pension & Investment Consultancy
Operations Director at Doherty Pension & Investment Consultancy
A last-minute opportunity has become available for a 1-year paid placement within our SSAS (Small Self-Administered Scheme) administration team, to cover maternity leave. This is a fantastic opening for a placement student interested in gaining valuable experience within the financial services sector, specifically in pensions administration and client relationship management.
What is a SSAS?
A Small Self-Administered Scheme (SSAS) is a type of occupational pension scheme primarily used by company directors and small businesses to manage their retirement savings. SSASs offer a high degree of investment flexibility, including options such as property purchase and loan arrangements, making them a powerful financial planning tool.
About the Role
You will receive comprehensive training and hands-on experience in managing SSAS pension schemes and building strong client relationships. This role is perfect for someone eager to develop a career in financial services, client servicing, or pensions administration.
What You Will Learn
SSAS Administration
How to set up and register new pension schemes with HMRC
Support on scheme takeovers, investments (e.g., property purchases), and loan arrangements
Assist with member enrolments, transfers, retirements, and death benefits
Help prepare annual statements, valuations, and trustee documentation
Client Relationship Management
Support senior team members with client communications and relationship building
Prepare reports, valuations, and meeting materials
Learn how to respond to client queries with professionalism and efficiency
Compliance and Business Support
Understand internal systems, regulatory requirements, and industry standards
Support continuous improvement in processes and risk identification
Ensure compliance and quality across all tasks
Training and Development
Attend structured training and workshops on financial services and SSAS pensions
Gain exposure to a professional office environment and the operational side of a financial services firm
Who We’re Looking For
Predicted or achieved minimum 2:1 degree (all disciplines considered)
GCSEs including grade B or above in English Language and Maths
Strong numeracy and analytical skills
Keen interest in financial services and client management
Highly organised with strong attention to detail
Proactive team player with initiative and willingness to learn
IT literate with strong Microsoft Office skills
Commercially aware and professionally presented
Exceptional candidates who do not meet the academic requirements but can demonstrate potential will also be considered.
Eligibility: Applicants must have the right to work in the UK.
What We Offer
On successful completion of the placement and training programme, there may be an opportunity for a permanent position within the team. As part of Mattioli Woods, you will have access to:
Flexible benefits packages (e.g., eco car schemes, savings plans)
Health and wellbeing support
Hybrid working options
Financial services qualifications (training and funding provided)
Voluntary benefits including cycle-to-work, retail discounts, and more
Financial education tools and pension advice
This is an excellent opportunity to gain hands-on experience in a dynamic and growing area of the financial services industry.
Seniority level
* Seniority level
Internship
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
Referrals increase your chances of interviewing at Doherty Pension & Investment Consultancy by 2x
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