SSAS Consultant

Salary Description:
£Competitive + Benefits
Location Description:
Cardiff Llanmaes & hybrid work from home
Job Role:
Pensions Consultant, SIPP/SSAS Administration, Investment Consultant, Other
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
Unspecified
Posted:
28th April 2022
Recruiter:
The Ince Group
Job Ref:

The Ince Group

There is more to just providing legal advice, financial advice and strategic guidance. We are here to help our clients seize new opportunities that stimulate growth. We put our hearts and energy into building meaningful, lasting relationships and are passionate about connecting people.

If you are looking for a challenging and fulfilling career in a supportive, inclusive and high performance work environment where everyone has the opportunity to realise their potential, Ince could be the firm for you.

As a firm, we recognise that everyone has a part to play in realising our vision. We aim to have a “One Firm; One Team” mind-set in everything we do, where everyone in the firm is treated with respect and equal value. We thrive on the challenges our work brings, but it’s important to us that our people have time to make the most of life outside of work too.

Role Responsibilities

Reporting into the Directors, this position will be responsible for leading the services provided by the firm to a portfolio of Small Self Administered Pension Schemes.  You will be responsible for all aspects of the firm’s services to the SSAS clients and ensuring all deadlines are met.  Your role will include maintaining and developing the relationships with the introducing accountants, IFA’s and others as well as with the clients themselves.  Responsibilities include

  • Representing Hanover Pensions in a professional manner
  • Developing good working relationships with all clients and introducers
  • Developing good working relationships with all other interested third parties such as banks, solicitors, surveyors, HMRC, Information Commissioner and Pensions Regulator
  • Maintain a good working knowledge of each scheme and the needs of each individual client
  • Answering any client queries relating to their scheme and the wider legislation in a timely manner
  • Attending client meetings either virtually, in office or at the client’s premises
  • Attending new business meetings with potential new clients and accountants/IFA’s/introducers
  • Work on the establishment and registration of new schemes and the transfers in and take on of existing schemes, ensuring that all compliance, regulatory and legislative checks are carried out
  • Execution of documents as required to establish the scheme or to make investments such as property investments or loan agreements
  • Completion of applications for investment and  ensuring that investment is allowed under SSAS regulations
  • Guiding junior staff through the administration required to make relevant investments and ensuring that everything is processed accurately and in a timely fashion
  • Authorising client invoices and authorising other expenditure of the scheme such as Pensions Regulator fees and  Information Commission fees and fees associated with property purchases and other investments
  • Ensuring that proper records of all transactions are kept and maintained so that accounts of the scheme can be prepared
  • Authorising the annual HMRC Scheme Return and where required the self-assessment tax return
  • Ensuring that when new bank accounts are set up appropriate mandates are in place
  • For schemes with loans, ensuring that loan documentation is completed and the terms are adhered to and checking the calculation of the loan interest due and ensuring that this is paid
  • Develop an understanding of the wider Ince Group and all the other services that the firm can provide
  • Preparing benefit calculations with regard to asset split of funds
  • Assist in building, maintaining and developing the SSAS book of Clients by involvement in the marketing effort
  • To provide mentoring to the Client Managers
  • To maintain an in-depth knowledge of SSAS regulations and preparing marketing materials and educational documents as required
  • Providing technical assistance to the junior staff and helping develop their knowledge
Person Specification

  • Demonstrable experience in consultancy including working with Small Self Administered Pension Schemes and able to demonstrate good understanding of all the rules which apply to such schemes
  • Demonstrate good current knowledge of pension legislation and regulation generally
  • Proven ability to liaise with and assist High Net Worth clients from all walks of life
  • Proven ability to report to clients on technical deal, delivered in an understandable format to suit differing levels of client understanding
  • Excellent interpersonal and written communication skills. Ability to engage with all levels of stakeholders and management across the group
  • Strong attention to detail and exceptional organisational skills
  • Strong presentation and problem solving skills
  • Team player but self-motivated and able to work autonomously and pro-actively
  • Able to multi-task and prioritise changing workloads, especially when delivering client work around HMRC deadlines
Benefits
  • 25 days annual leave in addition to bank holidays, including the opportunity to buy and sell holiday
  • Matched pension contributions up to 5%
  • Private Medical Insurance
  • Life Assurance at 4x Salary
  • Income Protection Cover
  • Optical Care vouchers and many more benefits and discounts
Please click below to apply, ensuring to attach your CV.

We are an equal opportunities employer and ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race.

Appointment is subject to the appropriate background checks and satisfactory references.

You may return to your current search results by clicking here.

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings