Client Associate- SSAS

4 weeks ago

London, Greater London, United Kingdom NJR Recruitment Full time
Client Associate- SSAS

£28,000

Wimbledon

NJR Recruitment are partnered with a leading firm of Pension specialists offering a family orientated working environment. Over the years they have built up an excellent reputation for providing specialist SSAS pensions administration services. Our client now offers an excellent opportunity for a pension administrator to join their team in the Wimbledon area. Carrying out SSAS Administration tasks, the successful candidate will join their thriving teams. The role will involve carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes and delivering excellent technical and customer services outcomes for their clients and intermediaries.

Daily Duties will be varied consisting of :
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.
Successful candidates should have experience of SSAS administration/managing a portfolio of clients and be able to demonstrate the following:
Good personal organisational skills with the ability to prioritize 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 is a fantastic opportunity to work for an award-winning firm. For Further information please contact one of our specialist Consultants on or alternatively apply online quoting reference NJR

#FIN

  • Pension Administrator

    13 hours ago

    London, Greater London, United Kingdom North Oak Recruitment Full time

    About the Role:We are seeking a highly skilled Pension Administrator to join our team at North Oak Recruitment. As a Pension Administrator, you will be responsible for carrying out onboarding of new clients, including the establishment of Defined Contribution and Defined Benefit SSAS Schemes, completion of existing scheme takeovers, and delivering excellent...

  • Pension Administration Client Specialist

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Position OverviewRole: Client Associate - SSAS PensionsLocation: Flexible (Remote options available)Salary: £28,000About the Company:NJR Recruitment is a prominent firm specializing in pension solutions, dedicated to fostering a supportive and family-like work atmosphere. Our organization has established a strong reputation for delivering expert SSAS...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Job OverviewPosition: Client Associate - SSASSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension services, renowned for its supportive and family-like workplace culture. The organization has established a strong reputation for delivering expert administration services in the realm of SSAS...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Job OverviewPension Administration AssociateSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension solutions, known for its supportive and family-like workplace culture. This organization has established a strong reputation for delivering expert administration services in the realm of SSAS...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Position OverviewPension Administration AssociateSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension solutions, known for its supportive and family-friendly workplace culture. This organization has established a strong reputation for delivering expert administration services in the realm of Small...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Position OverviewPension Administration AssociateSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension solutions, known for its supportive and family-friendly workplace culture. This organization has established a strong reputation for delivering expert administration services in the realm of Small...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Job OverviewPension Administration AssociateSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension services, known for its supportive and family-friendly work culture. This organization has established a strong reputation for delivering expert administration services for SSAS pensions. We are...

  • Pension Administration Associate

    3 weeks ago

    London, Greater London, United Kingdom NJR Recruitment Full time

    Job OverviewPension Administration AssociateSalary: £28,000Location: WimbledonNJR Recruitment is collaborating with a prominent firm specializing in pension services, renowned for its supportive and family-friendly workplace culture. This organization has established a strong reputation for delivering expert administration services in the realm of Small...

  • Database Engineer with SQL Server SSIS, SSRS and SSAS

    3 weeks ago

    London, Greater London, United Kingdom Nexus Jobs Limited Full time

    Job Description Database Engineer with SQL Server SSIS, SSRS and SSAS Our Client is a bank based in Central London who are looking to recruit a Database Engineer with the ability to work with SSIS. You must have solid expertise of at least 5 years experience of working with MS SQL Server and SSIS - SSIS is very important for this position. Responsible for...

  • Pension Services Administrator

    3 weeks ago

    London, Greater London, United Kingdom North Oak Recruitment Full time

    Pension Services AdministratorLocation: Remote, Office, or Hybrid (3 days in-office, 2 days remote)Company Overview: North Oak Recruitment specializes in delivering tailored and proactive administration and professional trustee services for Small Self-Administered Pension Schemes (SSAS).Position Overview: Due to ongoing expansion, we are seeking to recruit a...

  • Client Associate

    17 hours ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Job SummaryWe are seeking a highly skilled and motivated Client Associate to join our team at Neuberger Berman. As a Client Associate, you will play a critical role in supporting our Consultant Relations team in building relationships with UK/EMEA investment consulting firms.Key ResponsibilitiesProvide ongoing support to senior relationship managers in the...

  • Economic Research Associate

    3 weeks ago

    London, Greater London, United Kingdom JP Morgan Chase Bank, National Association Full time

    Job OverviewPosition SummaryJoin our esteemed Economic Research Team and seize a distinctive opportunity to engage with global macroeconomic trends and the specific dynamics of the sub-Saharan Africa (SSA) region, including South Africa. This role as a Junior Economist is characterized by a fast-paced environment that demands analytical rigor and...

  • Private Client Associate

    15 hours ago

    London, Greater London, United Kingdom BCL Legal Full time

    Job SummaryWe are seeking a talented Private Client Associate to join our team at BCL Legal. As a Private Client Associate, you will be responsible for advising on advisory private client matters, such as drafting wills, Lasting Powers of Attorney, advising on trusts, and advising on inheritance tax planning.About the RoleYou will be working with a storied...

  • Client Engagement Associate

    3 weeks ago

    London, Greater London, United Kingdom Brookfield Asset Management Full time

    Job OverviewClient Relationship Management - AssociateThis role is designed for an Associate within the Global Client Group at Brookfield Asset Management, assisting the CRM team in capital acquisition efforts for Brookfield's Global Client Group. The Associate will engage in a variety of tasks related to fund promotion, client evaluation, and investor...

  • Private Client Associate

    1 month ago

    London, Greater London, United Kingdom Galvan Full time

    PositionTemporary role covering leave over the Summer period, immediate start through to mid September tbc Job TitlePrivate Client Associate Part Time (28hrs per week)As Private Client Associate you will be primarily responsible for assisting clients at Galvan's Mayfair Flagship. You will report to the Mayfair Flagship Store Director. While introducing...

  • Private Client Associate

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your mission Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients. Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial 'quality control' gatekeepers . They position our service to prospective clients...

  • Client Service Associate

    1 day ago

    London, Greater London, United Kingdom RSM Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our Client Service team as a Client Service Associate. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients, while also developing your skills and knowledge in commercial and client management.Key...

  • Client Service Associate

    10 hours ago

    London, Greater London, United Kingdom AlphaSights Full time

    About the RoleWe are seeking a highly motivated and results-driven Associate to join our Client Service team at AlphaSights. As an Associate, you will play a critical role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesClient Expert Recruitment: You will be responsible for identifying and recruiting top-tier...

  • Client Associate

    10 hours ago

    London, Greater London, United Kingdom DOW JONES Full time

    About the RoleThe Client Associate is a key team player at Dow Jones, partnering with sales teams to sell integrated media solutions and partnerships to large EMEA clients. This position supports designated Client Partners to prepare proposals, maintain excellent client relations, generate leads, and sell to clients within the Luxury, Enterprise, and...

  • Client Relations Associate

    3 weeks ago

    London, Greater London, United Kingdom Spark Innovations Full time

    Company Overview:Spark Innovations is a leader in cutting-edge technology solutions. We are seeking a Client Relations Associate to enhance our team. Role Overview:In the position of Client Relations Associate, your responsibilities will include:Welcoming and interacting with clients face-to-face, providing detailed product insights and addressing...