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Sipp & ssas associate - hybrid working

Godalming
Brevere Group
Posted: 6 October
Offer description

Do you have SSAS pension administrative experience? Are you looking for a role with a supportive firm offering good benefits and hybrid working?

Due to continued success in providing advice to pension clients, this successful practice requires a professional and proactive Pension Administrator (SASS) to provide support to the planning process and pension administration team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, and have a SASS administration background.

Duties for this role will include:

* Responsible for carrying out cradle to grave administration for an allocated portfolio of Small Self-Administered Schemes
* Demonstrate knowledge and understanding of individual clients and their advisers, and actively engage with all parties to achieve the best possible customer outcomes.
* Calculate and pay retirement benefits.
* Process contributions and transfers into the scheme.
* Arrange buying/surrender of investment portfolios.
* Prepare scheme asset valuations and member fund share calculations.
* Undertake property and land purchases and sales in accordance with internal procedures and guidelines.

You will have:

* Experience of SSAS administration/managing a portfolio of clients
* Good personal organisational skills with the ability to prioritise their own workload.
* Works well under pressure maintaining attention to detail.
* Ability to work to prescribed deadlines.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working is offered with this role, 2 days per week from home.

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