SSAS & Group Scheme Administrator - Cambridgeshire

Wealth Management
Ref: 534 Date Posted: Monday 19 Apr 2021
LinkedIn ShareShare
More

Our client is an award winning, very highly regarded IFA practice/Chartered Financial Planners, which has been offering high quality independent financial advice to clients across East Anglia for over 30 years. They offer investments on an advisory or discretionary basis, giving their clients a flexible solution.

Due to continued growth, they are now looking for a proactive individual to work within their technical team, who will administer all aspects predominantly of their SSAS schemes, as well as Group schemes.   The firm provides a very friendly, supportive working environment & offers all its staff a Professional Development Programme, whereby you will be given full training to learn new skills & be provided with superb opportunities for career development.

Key responsibilities include:

  • Proactively deliver a first class service to clients
  • Administering all SSAS schemes:
  • Liaising with advisers and Technical Team regarding scheme requirements
  • Preparing SSAS documentation for annual reviews
  • Preparing and checking documentation for new SSAS schemes
  • Valuing clients’ investment and pension plans and produce ad-hoc client portfolio reports
  • Producing technical calculations
  • Dealing with all stages of property purchases and loans
  • Managing HMRC and TPR online registrations and returns
  • Actively develop the company’s SSAS book with the Advisory Team
  • Administering all aspects of Group Pension and Group Protection schemes
  • Setting up schemes on new back office system
  • Handling client queries
  • Keeping up to date with regulatory and legislation changes
  • Developing and maintaining a sound working knowledge of Wrap Platforms
  • Providing Management Information to Directors
  • Maintaining  client databases

Candidate profile:

  • Ideally experienced in SSAS and / or SIPP administration, and Group schemes
  • Highly experienced financial administrators would be considered
  • Service orientated with a general interest in providing an exceptional client experience
  • Good interpersonal skills are a must, working within a friendly team of dedicated individuals
  • Willing to work with Advisers to actively develop the SSAS book
  • Excellent organisational and written / verbal communication skills
  • Possess a keen eye for detail
  • Ability to both interpret and produce technical information from HMRC and TPR
  • Proficient in Excel and Word
  • Experience in Intelliflo would be an advantage
  • Ability to work in a busy working environment and meet deadlines
  • Interested in gaining professional qualifications in Financial Services

Salary £25K-£35K, according to experience & qualifications and excellent benefits package including:

  • Staff bonus scheme
  • Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service
  • Death in Service scheme 2 x salary
  • 5% of salary contribution into Group Personal Pension with immediate effect
  • Professional Development Programme with financial support, recognition and reward for professional qualifications