Client Associate - SSAS Pensions
Wimbledon
£28,000
Our Client are a leading Firm of Pension Specialists offering a family orientated working environment. Over the years they have built up an excellent reputation for providing specialist SSAS Pension Administration services and they now have an exciting new opportunity for a Client Associate to work from either of the above offices. The Client Associate will be responsible for carrying out onboarding of new clients, establishment of Defined Contribution and Defined Benefit SSAS schemes, completion of existing scheme takeovers, delivering excellent technical and customer service outcomes to the client and intermediaries.
Candidates should come from either a SSAS/SIPP background
Responsibilties :
- Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
- Checking application forms and completing the appropriate internal AML checks
- Prepare formal establishment packs for new schemes and takeovers
- Registration of new schemes with HMRC
- Process contributions and transfers into the scheme.
- Arrange account opening of investment portfolios in accordance with internal procedures and guidelines.
- Arrange re-registration of existing investments in case of takeovers
- Arrange property purchases or re-registrations in case of existing scheme takeovers, all in accordance with internal procedures and guidelines.
- Arrange opening of new scheme bank accounts
- Arrange regulatory registrations for scheme including TPR, ICO and LEI registrations where appropriate
- Prepare scheme asset valuations and member fund share calculations.
- 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.
- Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
- Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
- Complete benefit drawdown requests ensuring that internal procedures are followed
- Calculate and pay death benefits.
- Prepare review packs for client meetings.
- Attend Trustee meetings as required.
- Deal with any other administration or queries, as they arise.
What you'll need to be successful:
- Experience in SSAS new business role, previous experience in establishment of schemes and scheme takeovers.
- Excellent SSAS knowledge
- 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
If you are interested please apply online or speak to one of our specialists and quote reference NJR 15027