Join to apply for the Client Manager role at Barnett Waddingham
2 weeks ago Be among the first 25 applicants
Join to apply for the Client Manager role at Barnett Waddingham
Direct message the job poster from Barnett Waddingham
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.
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.
A snapshot of your day:
* 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
We would love to hear from you if you have:
* Recent experience with SSAS or SIPP
* Experience of interacting with clients directly, whether in administrative or client-facing role
* As a minimum, GCSE (or equivalent) in Maths and English at grade C / 5 or higher
* Strong IT skills are essential
* 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 for you 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 to suit you (and your family) including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of 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
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
Referrals increase your chances of interviewing at Barnett Waddingham by 2x
Sign in to set job alerts for “Client Manager” roles.
City Of Bristol, England, United Kingdom 3 weeks ago
Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 1 month ago
Bristol, England, United Kingdom 1 day ago
Bristol, England, United Kingdom 1 week ago
City Of Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 3 weeks ago
Bristol, England, United Kingdom 3 weeks ago
Bradley Stoke, England, United Kingdom 3 weeks ago
City Of Bristol, England, United Kingdom 2 months ago
Customer and Trading Manager - Convenience
Bristol, England, United Kingdom 17 hours ago
Customer and Trading Manager - Convenience
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 2 weeks ago
Customer and Trading Manager - Nightshift
Bristol, England, United Kingdom 2 days ago
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 2 weeks ago
Customer and Trading Manager - Nightshift
Bristol, England, United Kingdom 1 week ago
Business Development Manager (Medical Communications)
Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 1 week ago
Senior Manager - Wealth & Asset Management, Business Transformation
Bristol, England, United Kingdom 2 days ago
Bristol, England, United Kingdom 1 week ago
City Of Bristol, England, United Kingdom 4 days ago
Content & Social Digital Marketing Manager
Bristol, England, United Kingdom 2 weeks ago
Bristol, England, United Kingdom 1 week ago
Clinical Operations & Customer Experience Manager
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 2 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr