Senior (SSAS) Sales Support Associate (ref: 087)

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

The Senior Sales Support Associate provides essential administrative, client  and technical support to the SSAS sales and new business function. The role supports the Business Development Manager and Heads of Business Development by ensuring new SSAS enquiries are progressed efficiently, accurately and in line with HMRC requirements and internal procedures and standards.

Skills and Experience

Essential Experience in an administrative or support role within financial services, pensions or a professional services environment. Strong organisational skills with excellent attention to detail. Confident written and verbal communication skills. Ability to manage multiple tasks and prioritise effectively. Good level of IT literacy.

Desirable Exposure to SSAS, SIPP or pensions administration. Experience working with advisers, accountants or solicitors. Familiarity with CRM systems and document management tools.

Personal Attributes
Proactive, reliable and keen to learn Client-focused with a professional and helpful approach Comfortable working in a regulated environment with high standards of accuracy.     

Qualification Requirements

Proven levels of literacy and numeracy (GCSE passes in English and Maths or equivalent)
Proficiency with Microsoft Office

Deadline to apply: 20th May 2026.