WBR Group - SSAS | Tax | Law | Actuarial specialises in Small Self-Administered Scheme (SSAS) administration, actuarial and property solutions, law and tax advisory services. As the UK's largest independent provider of SSAS services, we offer personalised and proactive administration and trustee services. Our tax experts bring over 100 years of experience from top 10 accountancy firms, advising clients ranging from high-net-worth individuals to multinational companies.

Role Summary
Working within our client pension payroll and banking team and in accordance with standards and controls you will be responsible for the banking and payroll administration of member-directed pension schemes/plans by providing clients with a personal, portfolio-based service and a high level of customer care.  The role is to support the delivery of excellent customer service by processing their responsibilities in addition to a variety of internal requests from administration colleagues.  
Key Accountabilities
Manage banking transactions for a portfolio of member directed Pension Scheme/Plans, liaising with the administrator for the Scheme/Plan where required. 
Respond to a range of queries and correspondence, ensuring all work is processed in accordance with SLAs and internal deadlines. 
Procedure notes are followed and completed at all times to reduce financial and reputational risk. 
Promote the culture, conduct and behaviours to support good customer outcomes. 
Ensure that all records and internal databases are fully updated for all transactions where required to meet Company requirements. 
Ensure work is managed effectively and any regulatory deadlines are met, highlighting any exceptions or when work levels are particularly high or low to the Manager immediately. 
Ensure the Pensions Regulator levies and returns are completed and submitted within the set deadline. 
Apply for and maintain renewal of Legal Entity Identifier where required. 
Maintain asset records on the relevant systems and files.  
Liaise with other departments to organise the signing of documents by our authorised signatories and to ensure that relevant documents are to be sent to our other offices on a daily basis within set and agreed timescales. 
Take personal responsibility for own development, highlighting training needs to the Manager. 
Contribute to projects when requested and deliver within set timescales. 
Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System document.      Demonstrate behaviours in line with our Company Values ‘PEER’.
Ensure compliance with our Company policies, procedures and guidelines. 
The role may be subject to credit & DBS checks.

 
Skills & Experience Required
Previous office experience within a customer facing administration environment. 
Sound knowledge of Microsoft Office; Excel, Word, Outlook. 
Strong organisational skills. Including strong attention to detail skills. 
Excellent written and oral skills. 
Good communication skills, with the ability to structure communication to meet the needs of the client. 

 
Qualification Requirements
Minimum GCSE Maths & English, Grade C or equivalent.            Educated to A-level standard or equivalent.