This role can be on a hybrid basis in any of our office locations: Bolton, Leicester, Bristol, London or Salisbury.
Remote contracts will be considered.
Overview of WBR Group
WBR Group is a leading provider of Small Self-Administered Scheme (SSAS) administration, actuarial, law and tax advisory services. With a focus on delivering excellent outcomes for business owners, SMEs, entrepreneurs, and families, WBR Group offers personalised and proactive administration services for their clients.
Role Summary
This is a hybrid/remote role for a SSAS Client Associate. The SSAS Client Associate will be responsible for carrying out full cradle to grave administration tasks relating to an allocated portfolio of SSAS clients. The role will involve day-to-day client and intermediaries interactions and delivery of excellent technical and customer outcomes.
Skills and Experience
- Analytical Skills and Finance knowledge
- Client Services and Communication abilities
- Strong attention to detail and organisational skills
- Excellent interpersonal and communication skills
- Ability to work independently and as part of a team
- Experience in financial services, specifically SSAS or SIPP Pensions
- Experience of portfolio management
Benefits
Hybrid/Remote working
4 day working week initiative (with reward time)
25 days annual leave plus bank holidays
Extra day off for your birthday
Ability to buy holiday (up to 5 additional days)
Company Pension
Life Assurance
Group Income Protection
Enhanced Employee Assistance Programme
A range of voluntary benefits such as discounted gym memberships, cycle to work, healthcare cash plan, PMI, critical illness cover.
Job Types: Full-time, Part-time, Permanent
Pay: £26,000.00-£38,000.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Free flu jabs
- Free parking
- Gym membership
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Sick pay
- Work from home
Application question(s):
- How many years of financial services experience do you have?
Experience:
- pension (SSAS/SIPP): 2 years (required)
Work Location: Hybrid remote in Leicester LE19 1RP
