Senior Technical Associate (Property) (Job Ref: 042)

The role can be based at any of our office locations

12-month FTC

Full Time

1 Role

Role Summary

Supporting the WBR SSAS Operation on the technical aspect of acquiring, disposing of and holding commercial properties for member-directed pension plans, working in accordance with the WBR Group Property Policies, PEER Model, and a key focus on risks and controls.

To support the delivery of excellent customer service by administering and processing property transactions in accordance with procedures, standards and controls.

Key Accountabilities

  • New enquiries, transactions, borrowing and development
  • Verification at specific stages of processes, Reviewing draft legal documents
  • Complex case reviews and where necessary take ownership to resolve complex issues and reduce risks
  • Complex rent arrears cases or concession requests
  • Risk issues
  • Projects, controls, policies and processes
  • Complete a series of procedures and routines to ensure the accurate and timely transaction of client requests, customer letters, telephone calls, claims or applications in line with team SLA’s.
  • Resolve more complex queries by telephone or letter with reference to established frameworks and procedures in a professional and timely manner.
  • Liaising with other departments within the Company, requesting information and chasing progress, as well as external communication with several stakeholders including but not limited to solicitors, IFA’s, clients, banks, etc.
  • Dealing with more complex queries and higher risk transactions efficiently and accurately whilst working within agreed and demanding timescales.
  • Able to deal with new business enquiries relating to property investments within pension schemes considering HMRC regulations.
  • Research into complaints, where required.
  • Undertakes quality control of other staff members’ work and deal with more complex issues that require careful monitoring and nurturing to completion.
  • Act as a point of reference for colleagues. Will have responsibility for training and supporting less experienced members of staff by providing coaching and mentoring including identification and referral of any training needs or issues to line manager.
  • Communicate and impart technical knowledge, including awareness of HMRC and legislative practices and changes relating to SSAS and/or SIPP administration.
  • 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.

Skills & Experience Required 

  • Minimum of 5+ years’ technical experience in a pensions property environment.
  • Previous office experience within a customer facing administration environment.
  • Sound knowledge of Microsoft Office; Excel, Word, Outlook.
  • Strong organisational skills.
  • Excellent written and oral skills.
  • Good communication skills, with the ability to structure communication to meet the needs of the client.

Qualifications requirements

  • Educated to A level standard or equivalent.
  • Minimum GCSE Maths and English grade C or equivalent.
  • Estate Management or Legal qualifications would be desirable.

To apply, please email Careers and attach your CV.