Hybrid FTC Policy Administrator

4 weeks ago

United Kingdom WBR Group Full time

Salisbury/Leicester - Hybrid Working with an expectation to be office based 3 days per week
You will be responsible for a portfolio of commercial properties supporting the SSAS operation and Property Technical by working in accordance with WBR standards, procedures and controls by ensuring that ongoing records are accurately maintained as well as the ongoing administration of properties. This includes, but is not limited to, monitoring and updating rent records, dealing with rent reviews, lease renewals, insurance renewals, development works of properties, purchases and sales, etc. To support the delivery of excellent customer service by administering and processing scheme property transactions in accordance with WBR group procedures, standards and controls and system requirements to maintain the data integrity of all the SSAS schemes within the group. There will be significant interactions with appointed conveyancers, agents, financial advisors, and pension scheme clients.
requests, customer letters, telephone calls, claims or applications in line with team SLAs.
~ Ensure that records are updated and completed for all transactions so as to meet Company requirementsand maintain the integrity of system data.
~ Resolve specific property queries for your portfolio of property SSAS schemes by telephone or email/letter with reference to established frameworks and procedures in a professional and timely mannerwhich do not need to be referred to the Property technical team for their expertise.
~ Liaising with other departments within the Company such as the SSAS Administration Teams and theCentral Support Administration team where we can challenge the process efficiency of certain basicsometimes bulk tasks e.g. need to be requesting bulk information and chasing progress, as well as external communication with a number of stakeholders including, but not limited to, solicitors, IFAs, clients, banks, etc.
~Able to deal with new business enquiries relating to property investments within pension schemes, takinginto account HMRC regulations and WBR policies
~ Research into complaints, where required.
~ Manage property portfolio of properties held in SSAS schemes by providing a personal and professionalservice and taking full accountability and ownership of any transaction or query.
~ Communicate and impart process knowledge, including awareness of HMRC and legislative practices andchanges relating to SSAS administration.Ideally a minimum of 3+ years’ experience in property administration transactions, or Financial Servicesexperience
~ Sound knowledge of Microsoft Office; Excel, Word, Outlook.
~Minimum GCSE Maths and English, grade C or equivalent.

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