Client Associate – New Business (Ref: 043)

The role can be based at any of our office locations

Permanent

Full Time

1 Role

Role Summary

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 WBR Group clients and intermediaries. Completing all proposed investments, transfers in and/or contributions before handing off schemes to a dedicated Client Associate for future administration.

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.
  • 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.

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 record 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.
  • This role may be subject to credit and DBS checks.

Qualification Requirements

  • N/A

To apply, please email Careers and attach your CV.