Client Associate
Responsibilities:
Administration of client portfolio:
- Calculate and pay of Death, Retirement benefits.
- Process: Contributions and transfers into the scheme, full and partial transfers out and takeovers.
- Arrange buying/surrender of investment portfolios.
- Prepare scheme asset valuations and member fund share calculations.
- Monitor rent and loan repayments.
- Arrange loans to associated and unconnected parties.
- Carry out the required activity to establish a new scheme or take over the scheme
- Register schemes with the Regulators
- Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
- Prepare review packs for clients, trust deeds to reflect changes in scheme rules
Adherence to internal procedures and compliance
Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System document.
Ensure compliance with our Company policies, procedures and guidelines.
Requirements:
The job holder should have experience of SSAS administration/managing a portfolio of clients