SSAS Administrator - Manchester, United Kingdom - AJ Bell

AJ Bell

Verified Company

Manchester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are now recruiting an administrator to join our Platinum SSAS Team.

The purpose of this role is to offer excellence in administration services for AJ Bell Platinum SSAS, our fully bespoke SSAS product.

The administrator will be responsible for a defined portfolio of SSASs, and will be the first port of call for all queries from clients and their intermediaries so it is a key role in offering our clients excellent customer service and as such is integralin the success of A J Bell.

Key responsibilities include:

Administering all cash flow transactions in and out of each individual scheme including transfers in, transfers out, pension sharing orders contributions, benefit calculations, loans and borrowings.
Establishing new business and takeover cases including AML checks, eligibility and establishing new bank accounts.
Responsible for properties within schemes including purchasing, selling and the ongoing maintenance and management of properties. This will include corresponding with solicitors, surveyors, lenders, property managers and HMRC.
Responsible for nonproperty investments including purchases, switches and disposals.
General administration duties to include carrying out annual reviews, processing and submitting RPSRs, answering client queries on all areas of the scheme, maintaining a diary and post system and ensuring work is produced within service level agreements.
Maintaining a diary system in line with service level agreements and keeping spreadsheet and database records up to date.
Ensuring that all compliance policies are adhered to including AML, Clear Desk, ID&V and Conduct Risk.
Customer service administration experience gained within financial services
SSAS, SIPP or Pensions experience including property is desirable
Excellent communication skills both written and verbal
Strong attention to detail and ability to work to tight deadlines
Excellent IT skills including Word, Excel and Outlook
Positive and confident attitude.
Awareness of HMRC rules relating to pension schemes is desirable
Awareness of commercial property and loanback transactions is an advantage

In return we will provide all the training and support you need in order to develop within your role.

There are opportunities for growth and professional development for members wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

About Us:

AJ Bell is one of the fastest-growing investment platform businesses in the UK, with over 440,000 customers using our award-winning platform propositions to manage assets totalling more than £69.2 billion.

Having listed on the Main Market of the London StockExchange in December 2018, AJ Bell is now a FTSE 250 company.

In return for your hard work you will be entitled to: