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We are currently recruiting for the following roles, our client is York based and will give consideration to hybrid working with occasional office visits per month. Salary negotiable.
SSAS Client Manager
- Execution of documents and registrations for Scheme establishment/takeover up to consultant sign off.
- Ongoing reconciliation of Scheme transactions & Valuations
- Preparing fund splits via SSAS pro
- Opening scheme bank accounts
- Transfers preparation for Consultant Sign off
- Contributions (limit sign off by consultant)
- Tax reclaims & Relief at Source
- Loan work up to consultant sign off.
- General Scheme Investments either advised or execution only
- VAT Registration, Returns and De Registration
- Benefit Calculations up to sign off by consultant.
- Property Purchase/Sale/Lease - overview signed off by consultant
- Reconciliation and management of Property rent invoicing
- Authorising Pension Payments
- Scheme wind up preparation in readiness for sign off by consultant.
SSAS Consultant
- Provide a consultancy service to a portfolio of existing schemes.
- Liaising with Member Trustees re: Contributions, Transfers, objectives etc. Those objectives could include bank borrowing, Loanbacks, General Scheme Investments, VAT, Benefit Calculation, Property Purchases, Property Sale and Lease.
- Liaising with professional connections.
- Dealing and taking responsibility for a whole myriad of questions from Scheme Members and professional connections in relation to SSAS.
- To keep up to date with new products, technical or legislative changes within the market place.
- To develop professional connections in the professional introducer sector with a view to promoting and growing the Company
- To deal with initial Scheme establishment and with potential new clients to the point where Scheme documentation is passed to the Administration Team for registration.
- Continuous support and handling of complex aspects of all existing and potential new Schemes.
- To keep at the forefront of technical and Legislative changes for pensions, particularly relating to SIPP and SSAS.
- To provide Trustee duties to SSAS.
- Providing the client with an annual trustee meeting under the agreed Company agenda.
Key Skills/Requirements:
- Good SSAS experience
- Good communication skills
- Ability to self organise and work under own initiative
This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for these positions candidates MUST have SSAS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.
If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.
Profile Search and Selection are a specialist Pensions recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies
