SSAS Sales Support Assistant

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

Skills & Experience Required

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

Deadline to apply: 30th March 2026.