Overview of WBR Group
WBR Group is a leading provider of Small Self-Administered Scheme (SSAS) administration, actuarial, law and tax advisory services. With a focus on delivering excellent outcomes for business owners, SMEs, entrepreneurs, and families, WBR Group offers personalised and proactive administration services for their clients.

Role Summary
The Senior Sales Support Associate provides essential administrative, client  and technical support to the SSAS sales and new business function. The role supports the Business Development Manager and Heads of Business Development by ensuring new SSAS enquiries are progressed efficiently, accurately and in line with HMRC requirements and internal procedures and standards.  

 
Key Accountabilities
SSAS Sales & New Business Support Provide day-to-day administrative support to the SSAS sales team. Assist with the progression of new SSAS enquiries from initial contact and through transfer to the New Business Team. Prepare and issue SSAS onboarding documentation via our in-house platform, including proposals, application forms and related take-on documentation and gather other information required for scheme set-up and initial transactions.

Pipeline & Data Management Maintain accurate records of new business activity in accordance with departmental processes. Update pipeline trackers, ensuring opportunities and key milestones are recorded correctly. Assist where required in producing management information and reports relating to SSAS new business activity.

Governance & Compliance Ensure all information required is complete, accurate and in line with HMRC rules and internal procedures. Support anti-money laundering (AML), identity verification and due diligence checks. Escalate any risks, inconsistencies or non-standard requests to the Business Development Manager and/or the Director of Distribution.

Stakeholder Support Act as a point of contact for advisers and introducers in relation to routine SSAS new business queries. Liaise with the New Business Team to ensure a smooth handover from prospect to onboarding Support the Business Development/Sales team by coordinating information and documentation.

Team & Personal Development Work collaboratively within the Sales Support and Sales teams to meet service levels and deadlines. Develop technical knowledge of SSAS arrangements, transactions and regulatory requirements. Participate in training, coaching and continuous improvement initiatives. Support the Head of Business Relationships in providing on-going personal support to key clients.

Internal Policies and Values:
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

Essential Experience in an administrative or support role within financial services, pensions or a professional services environment. Strong organisational skills with excellent attention to detail. Confident written and verbal communication skills. Ability to manage multiple tasks and prioritise effectively. Good level of IT literacy.

Desirable Exposure to SSAS, SIPP or pensions administration. Experience working with advisers, accountants or solicitors. Familiarity with CRM systems and document management tools.

Personal Attributes
Proactive, reliable and keen to learn Client-focused with a professional and helpful approach Comfortable working in a regulated environment with high standards of accuracy.     

 
Qualification Requirements
 
Proven levels of literacy and numeracy (GCSE passes in English and Maths or equivalent) 
Proficiency with Microsoft Office