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Account Manager - SSAS Pensions - job post

Whitehall Group (UK) Limited
Ramsbottom
£25,000 - £40,000 a year - Full-time
Responded to 75% or more applications in the past 30 days, typically within 4 days.

Job details

Here’s how the job details align with your profile.

Pay

  • £25,000 - £40,000 a year

Job type

  • Full-time

Shift and schedule

  • No weekends
  • Monday to Friday

Location

Ramsbottom

Benefits
Pulled from the full job description

  • Company pension
  • Life insurance
  • Sick pay

Full job description

Whitehall Group, the Best SSAS Provider for the last four years at the Investment Life & Pensions Moneyfacts Awards, are looking for a new Account Manager to join their highly successful team. The chosen individual will take charge of a portfolio of SSAS pension scheme and manage the client relationship through the whole pension scheme lifecycle from the point the pension scheme is set up through to retirement and drawdown and ultimately the process of dealing with death benefits following the members death. They should do this whilst upholding Whitehall’s key values of Integrity, Understanding, Respect, Ambition and Responsibility at all times.

Key duties within this position are the building and maintaining of relationships with both clients and financial advisers and acting as designated point of contact for all their queries and questions. The individual will take full ownership for managing work volumes and priorities and to produce work of the highest standards and in line with HMRC regulations for UK registered pension schemes.

The successful candidate must be quickly adaptable and positive in a fast-paced environment, be able to follow policies and procedures whilst paying attention to detail and work effectively with their peers to meet business goals.

Responsibilities:

  • Building and maintaining positive working relationships with clients, IFAs and key stakeholders
  • Handling general scheme correspondence
  • Handling all pension scheme investments, top-ups and sales including standard and Esoteric investments, loans, commercial property transactions and unquoted equity enquiries
  • Processing retirement benefit and pension drawdown requests and arranging pension payment through pension payroll
  • Carrying out fund split calculations for benefit and anniversary purposes
  • Handling various different types of death benefit payment and ensuring that work is completed within regulatory deadlines
  • Handling any pension sharing orders on divorce cases and ensuring that work is completed within regulatory deadlines
  • Making pension scheme alterations
  • Processing contributions, transfers-in and transfers-out
  • Liaising with banks, insurance companies and investment providers
  • Taking enquiries by telephone, email and in writing
  • Issuing standard reminder letters
  • Performing pension scheme administrative tasks which arise
  • Filing returns and Event Reports with HMRC
  • Updating our back-office system
  • Producing Trust Deeds and Trustee Resolutions
  • Make clear and concise telephone and file notes and to write both standard and non standard letters in a clear, concise and grammatically correct manner
  • To provide exceptional customer service
  • Working within the defined company policies and procedures as well as the risk and governance framework
  • Act with professionalism and integrity in all contact with colleagues, members and third parties

Benefits:

  • Company pension
  • Flexitime
  • Life insurance
  • Sick pay

Supplemental pay types:

  • Yearly bonus (discretionary)

Ability to commute/relocate:

  • Ramsbottom, BL0 9HX: reliably commute or plan to relocate before starting work (required)

Skills, Knowledge and Experience:

  • Excellent Customer Service skills
  • An understanding of registered pension schemes and HMRC pension legislation (essential)
  • Strong written and verbal communication skills
  • Ability to follow policies and procedures methodically
  • High standard of work, accurate record keeping and attention to detail
  • Good numerical skills
  • A team player and able to work independently using your own initiative
  • Good analytical and problem solving skills
  • Ability to work in a fast paced environment whilst dealing with a high number of cases. Workload is managed efficiently and effectively as a result
  • Excellent time management and the ability to work under pressure to meet deadlines

Experience:

  • SSAS pension administration experience: 3 years (preferred)
  • financial services/other pensions industry : 3 years (preferred)

Job Type: Full-time

Salary: £25,000.00-£40,000.00 per year

Schedule:

  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Ramsbottom, Greater Manchester: reliably commute or plan to relocate before starting work (required)

Education:

  • A-Level or equivalent (preferred)

Work Location: In person

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