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Our client is an award-winning Wealth Management company who have been established for more than 40 years. They specialise in providing advice across Pensions, Investments and Tax Planning.

**The Role**:
Providing a quality administration service in respect of a portfolio of Small Self-Administered Scheme (SSAS) arrangements to meet the requirements of the firm. You will also provide technical and administrative support to a Financial Planner.

**Main Responsibilities**:

- Set up new SSAS in a timely fashion, using a diary system, submit information pack and assist the Suitability Team to aid preparation of associated Suitability Reports
- Undertake takeovers of existing SSAS from other Trustees/ Practitioners
- Effect transfers into SSAS and action property purchases/ sales
- Prepare reports and valuations for client meetings.
- Calculate maximum borrowing and retirement and death benefits.
- Calculate maximum loan backs and understand HMRC requirements in this area.
- Provide technical and administrative support to Financial Planners
- Carry out other routine administration tasks identified below and deal with client queries within field of expertise/ range of authorisation.
- Day to Day Portfolio Management
- Maintain accurate records, processing changes: using software available (Omni, Virtual Cabinet, Intelliflo, Excel)
- Maintain a diary confirming the date of any drawdown anniversaries and rent reviews
- Daily reconciliation of bank accounts
- Banking of cheques into the SSAS bank account and requesting payments
- Prepare for client meetings Annual Review Packs, including Accounts Reconciliation & Annual Statements
- Issue Client Meeting Notes and undertake action points.
- Invoice clients in accordance with Client Agreements
- Liaise with financial planners and paraplanners.
- Reviewing documents and arranging for trustee’s signature
- Produce bespoke Deeds and documents.
- Carry out other routine administration tasks and deal with client queries within field of expertise/range of authorisation.
- The administration of some FURBS/EFRBS may also be allocated in addition to SSASs.
- Complete HMRC returns on online or in paper within relevant timeframes.

**Pay and Benefits**:

- Salary £25,000 to £32,000 per annum (dependant on qualifications and experience)
- 2 x salary life assurance
- Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available.
- 24 days’ holiday - Increasing incrementally in recognition of continuous service
- Health Cash Plan Scheme.
- Free parking
- Hybrid Working Scheme - Following completion of initial training and induction

**Qualifications**:

- Educated to A level standard (or equivalent) as a minimum.
- To be willing to obtain CII Award/Certificate/Diploma Units (or equivalent)
- Minimum of 3 years’ experience in a SSAS client servicing and administration role
- To hold CII Award/Certificate/Diploma units (or equivalent)
- Other Financial Services experience, in a similar role, ideally for a Financial Adviser firm.

**Knowledge and Skills Required**:

- Knowledge of the services that the firm provides to clients.
- Knowledge of SSAS and associated products.
- Good technical knowledge of SSASs and their use in financial planning.
- Knowledge of other financial services legislation relevant to role.
- Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area.
- Knowledge of Data Protection legislation relevant to role.
- Knowledge of IT systems and programmes relevant to role.
- Ability to work within level of authority and to refer work when appropriate.
- Ability to create and maintain accurate computer-based records.

**About You**
- IT / keyboard skills
- Good, broad, knowledge of Financial Services in general
- Well organised and able to work to deadlines.
- Able to prioritise work.
- Desire to be part of a team, although able to work on own initiative.
- Willing to undertake further study to improve technical knowledge.

**Salary**: £25,000.00-£32,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Leicester, Leicestershire: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (required)

**Experience**:

- SSAS: 3 years (required)
- Pensions: 3 years (required)

Work Location: In person

Reference ID: JR-1903