SSAS Client Associate – Hybrid Working

About the role

We are seeking a proactive SSAS Client Associate to join our pension advisory team. You will support the planning process and manage end‑to‑end administration for Small Self‑Administered Schemes, working within a forward‑thinking, hybrid environment.

Key responsibilities

• Carry out cradle‑to‑grave administration for an allocated portfolio of SSAS schemes.
• Calculate and pay retirement benefits, process contributions and transfers.
• Arrange buying or surrender of investment portfolios and prepare scheme asset valuations.
• Undertake property and land purchases and sales in line with internal procedures.
• Engage with clients and advisers to achieve optimal outcomes.

Required profile

• Experience in SSAS administration and managing a client portfolio.
• Strong organisational skills with the ability to prioritise workload.
• Ability to work under pressure while maintaining attention to detail.
• Capability to meet prescribed deadlines.

Required skills

• SSAS administration
• IT skills

What we offer

• Hybrid working – three days per week from home.
• Competitive salary range £28,000‑£35,000 per year.
• Supportive firm with good benefits and career development opportunities.