Administrative Assistant

1 week ago

Leicester, Leicester, United Kingdom CleverHR Full time

About CleverHR

CleverHR is a leading provider of innovative HR solutions, dedicated to helping businesses thrive in the ever-changing landscape of the financial services industry.

The Role

We are seeking a highly skilled and experienced SSAS Administration Coordinator to join our team. As a key member of our administration team, you will be responsible for providing a high-quality administration service in respect of a portfolio of Small Self-Administered Scheme (SSAS) arrangements.

Key Responsibilities

  • Provide technical and administrative support to our financial planners, ensuring seamless delivery of services to our clients.
  • Calculate maximum borrowing and retirement and death benefits, ensuring accurate and timely processing.
  • Process retirement benefit applications, maintaining accurate records and ensuring compliance with relevant legislation.
  • Provide technical and administrative support to financial planners, including day-to-day portfolio management and maintenance of accurate records.
  • Carry out other routine administration tasks, including daily reconciliation of bank accounts, banking of cheques, and preparation of client meeting notes.
  • Maintain client contact, liaising with financial planners, paraplanners, and accountants as required.
  • Complete HMRC returns, ensuring timely submission and compliance with relevant legislation.

Requirements

  • Educated to A level standard (or equivalent) as a minimum.
  • Minimum of 3 years' experience in a SSAS client servicing and administration role.
  • Good technical knowledge of SSASs and their use in financial planning.
  • Knowledge of other financial services legislation relevant to the role.
  • Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC, and other professional connections.
  • Knowledge of in-house money laundering procedures and Data Protection legislation.
  • Ability to create and maintain accurate computer-based records.

What We Offer

  • Salary £25,000 to £32,000 per annum (dependent on qualifications and experience).
  • 2 x salary life assurance.
  • Pension scheme available.
  • 24 days' holiday, increasing incrementally in recognition of continuous service.
  • Free parking.
  • Hybrid Working Scheme.

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