Client Manager - Small Self-Administered Schemes

☞ Barnett Waddingham

View: 104

Update day: 11-06-2024

Location: Amersham South East

Category: Sales

Industry: Information Technology Services Staffing Recruiting Financial Services

Position: Associate

Job type: Full-time

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Job content

We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality.

Our past growth has been significant. The SSAS product was launched in 1989 and has been enhanced since then through both organic growth and portfolio acquisitions. We aim to continue this growth by recruiting people who share in Barnett Waddingham’s values. As a SSAS administrator and trustee service acting for thousands of clients for over 30 years, we have built up a huge amount of knowledge of pensions and experience in dealing with these schemes and the variety of investments that are held within them. Our clients own over 2,800 commercial properties within their portfolios and every year we agree to around 65 loans back to a business owner’s limited company.

We are looking for an experienced Client Manager to join our growing team. This role can be worked on a hybrid basis - splitting time between home and the office and so getting the best of both worlds. The office base can be Leeds, Liverpool or Amersham.

It is a full-time, permanent position.

This is a busy and varied role. Responsibilities will include, but are not limited to
  • Being accountable for a given group of SSAS clients, attending client meets as required to ensure that their needs are fully understood and delivered.
  • Ensuring all invoices are prepared and settled in a timely manner.
  • Carrying out all activities in relation to those clients except where it is more efficient to pass on to a Client Administrator or Support staff.
  • Managing daily work flow in relation to the given group of clients and understand likely future work flows in coming months.
  • Identifying risk and raise awareness with your Team Leader of the underlying causes.
  • Supporting the SSAS proposition both proactively and reactively, to manage client expectations to ensure you retain them as well as looking for new business potential.
  • Continually looking for more effective or efficient ways of working.
  • Provide management statistics to the Team Leader for a given group of clients when required.
Expertise in a SSAS or SIPP environment is essential.

As a minimum, Maths and English in any of the following qualifications
  • GCSE grade 5 / C or above, Scottish Intermediate 2 certificates grade A to C, Scottish Standard Grades (credit Level) grade 1 to 2 or Scottish National 5 certificates grade A to C
Core & Flexible Benefits
  • Competitive discretionary annual bonus
  • Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
  • A generous pension scheme where we contribute 8% of your salary from day one of your employment
  • Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
  • A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
  • Fresh fruit, hot and cold drinks provided free of charge in all of our offices
Giving Something Back
  • 1 paid volunteering day per year as a commitment to our Corporate Social Investment
  • Support your favourite charity with the "Give as You Earn" option
  • Match-funding for individuals raising money for a recognised charity
  • Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.
Values our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.

Wellbeing employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business. BW offer a great range of employee benefits as we believe it’s important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.

Diversity we are committed to having a diverse and inclusive workforce where people from all backgrounds, beliefs and perspectives can thrive, feel welcome and develop to their full potential. Our recruitment processes are designed to be fair and consistent and enable candidates to compete on a level playing field.

Your progressionwe offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive. We also offer study support for relevant professional or skills qualifications.

Other activities we have clubs, sporting events, social, cultural and belief groups across our offices if you’d like to join in and meet like-minded people.
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Deadline: 26-07-2024

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