SSAS Client Associate (ref: 078)

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 & Experience Required

• 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

Deadline to apply: 30th April 2026.