Any of these office locations: Bolton, Leicester and Salisbury, on a hybrid basis
There are currently two Client Associate roles available in our SSAS team. Role Summary Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to WBR Group clients and intermediaries. Promoting company culture and behaviours, and actively contributing to WBR Group being a great place to work.
Key Accountabilities Administration of client portfolio:
Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes. Calculate and pay retirement benefits. Process contributions and transfers into the scheme. Arrange buying/surrender of investment portfolios. Prepare scheme asset valuations and member fund share calculations. Undertake property and land purchases and sales in accordance with internal procedures and guidelines. Ensure that rent reviews, lease expiries, EPC certificates, and insurance renewals are in place and/or obtained as required. Monitor rent and loan repayments and follow internal process should arrears arise. Arrange loans to associated and unconnected parties, ensuring that internal procedures are followed including the credit control of those loans. Monitor scheme bank accounts and ensure that sufficient cash is retained to make income payments and pay fees. Carry out the required activity to establish a new scheme or take over the scheme from another operator. Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments. Register schemes with HMR&C, The Information Commissioner and The Pensions Regulator, as required. Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns. Calculate and pay death benefits. Process full and partial transfers out and takeovers. Prepare review packs for client meetings. Attend Trustee meetings as required. Deal with any other administration or queries, as they arise. Adherence to internal procedures and compliance:
Ensure that all administration tasks are carried out in accordance with agreed timescales and quality standards. Schedule daily workflow and diarise scheme administration in accordance with internal processes. Ensure that scheme data is full and accurate across all system platforms and fill gaps as identified, so that use of functionality is maximised. Accurately recorded all time costs and disbursements and collect fees as required. Adhere to all regulatory and process requirements. Proactively fill own knowledge gaps and assist in the development of colleagues. Ensure individual activities that feed into departmental, or business projects, initiatives and objectives are completed to quality and timeframe expectations. Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System document.
Demonstrate behaviours in line with our Company Values 'PEER'.
Ensure compliance with our Company policies, procedures and guidelines.
The role may be subject to credit & DBS checks.
Skills & Experience required The job holder should have experience of SSAS administration/managing a portfolio of clients and be able to demonstrate the following core competencies:
Good personal organisational skills with the ability to prioritise their own workload. Works well under pressure maintaining attention to detail. Ability to work to prescribed deadlines. Clear concise communication skills at all levels. A positive attitude to client care. Proactive, enthusiastic, and driven approach. Ability to develop and maintain excellent internal and external relationships To apply, please email HR and attach your CV.
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