SSAS Account Manager

Leicester/ Salisbury/
Bolton/ Wimbledon

Full time



Role Summary

Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer service outcomes to WBR Group clients and intermediaries.
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.
• Calculate and pay retirement benefits.
• Process contributions and transfers into the scheme.
• Arrange buying/surrender of investment portfolios.
• Prepare scheme asset valuations and member fund share calculations.
• Undertake property and land purchases and sales in accordance with internal procedures and guidelines.
• 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.
• Carry out the required activity to establish a new scheme or take over the scheme from another operator.
• Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
• Register schemes with HMR&C, The Information Commissioner and The Pensions Regulator, as required.
• Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns.
• Calculate and pay death benefits.
• Process full and partial transfers out and takeovers.
• 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 recorded 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.

Experience Required

The job holder should have experience of SSAS administration/managing a portfolio of clients and be able to demonstrate the following core competencies:
• 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.

This job description is a guide to the main areas and duties for which the job holder is accountable.

To apply, please email HR and attach your CV

Feel free to also download the job description here