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SIPP/SSAS Account Executive

Location
Leicester, Leicestershire
Salary
£24,000 to £32,000
Job Type
Permanent
Posted
7 Sep 2022

SSAS Accounts Executive

£24,000 - £32,000 depending on experience

Leicester - office based (hybrid available on completion of probation)

Four Squared Recruitment as working in partnership with a well-established Chartered firm of Financial Planners who have offered advice in the specialist areas of pensions and investments for over 30 years. The Practice delivers innovative financial planning solutions, tailored to the individual needs of the client. This is often done via working with the client's other financial advisers, such as accountants and solicitors.

OVERALL PURPOSE AND SCOPE OF THE JOB:

Provide a quality administration service in respect of the Small Self-Administered Scheme (SSAS) arrangements allocated to the Accounts Executive

Provide technical and administrative support to the Account Adviser

Maintain records that meet the requirements of the firm and the regulator

Provide an in-house point of contact for the client

Maintain a good working relationship with clients, other SSAS team members and Financial Planners

Assisting the other members of the SSAS team as required.

MAIN TASKS:

The overall focus of the role will be to manage a portfolio of clients with Small Self-Administered Schemes (SSASs), the main tasks being to:

Set up new schemes/implement takeovers in a timely fashion

Effect transfer into schemes and action property purchases/sales with appropriate training and support

Prepare reports and valuations for client meetings

Process retirement benefit applications

Calculate maximum borrowing and calculate a range of retirement and death benefits

Provide technical and administrative support to the Account Adviser and prepare the required reports for client meetings

Carry out other routine administration tasks identified below and deal with client queries within field of expertise / range of authorisation

Administration tasks

Set up new Schemes in a timely fashion and complete online registration with HMRC and Data Protection Registrar at outset

Wind up Schemes - including closing scheme accounts and pay benefits/transfers

Carry out the renewals of SSAS arrangements and prepare for client meetings.

Invoice clients in accordance with Client Agreements

Oversee and provide guidance in respect of property purchase / sales

Process claims arising from death and illness, including the calculation of benefits payable

Process retirement claims and process retirees' pensions

Process changes to Schemes

Produce bespoke Deeds and Documents

Monitor client bank accounts

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 be allocated to the Accounts Executive in addition to the SSASs

Liaison, Communications and Record keeping

Provide technical and administrative support to the Account Adviser

Maintain records in accordance with in-house procedures

Provide information to accountants in respect of Scheme Accounts where appropriate and check prepared accounts

Assist other account advisers and SSAS Account Executives with the preparation of reports both prior and post meetings

Archive paper records when required

Utilise software as required in the role

QUALIFICATIONS:

Essential

Educated to A level standard (or equivalent) as a minimum

To be willing to obtain CII Award/certificate/Diploma Units

A minimum of 2 years' experience in SSAS or SIPP client servicing and administration role

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Details

  • Job Reference: 706199571-2
  • Date Posted: 7 September 2022
  • Recruiter: Four Squared
  • Location: Leicester, Leicestershire
  • Salary: £24,000 to £32,000
  • Sector: Insurance & Superannuation
  • Job Type: Permanent