SSAS Client Manager SSAS Consultant Hybrid working Yorkshire Salary negotiable

We are currently recruiting for the following roles, our client is York based and will give consideration to hybrid working with occasional office visits per month. Salary negotiable.

SSAS Client Manager

• Execution of documents and registrations for Scheme establishment/takeover up to consultant sign off.
• Ongoing reconciliation of Scheme transactions & Valuations
• Preparing fund splits via SSAS pro
• Opening scheme bank accounts
• Transfers preparation for Consultant Sign off
• Contributions (limit sign off by consultant)
• Tax reclaims & Relief at Source
• Loan work up to consultant sign off.
• General Scheme Investments either advised or execution only
• VAT Registration, Returns and De Registration
• Benefit Calculations up to sign off by consultant.
• Property Purchase/Sale/Lease – overview signed off by consultant
• Reconciliation and management of Property rent invoicing
• Authorising Pension Payments
• Scheme wind up preparation in readiness for sign off by consultant.

SSAS Consultant 

• Provide a consultancy service to a portfolio of existing schemes.
• Liaising with Member Trustees re: Contributions, Transfers, objectives etc. Those objectives could include bank borrowing, Loanbacks, General Scheme Investments, VAT, Benefit Calculation, Property Purchases, Property Sale and Lease.
• Liaising with professional connections.
• Dealing and taking responsibility for a whole myriad of questions from Scheme Members and professional connections in relation to SSAS.
• To keep up to date with new products, technical or legislative changes within the market place.
• To develop professional connections in the professional introducer sector with a view to promoting and growing the Company
• To deal with initial Scheme establishment and with potential new clients to the point where Scheme documentation is passed to the Administration Team for registration.
• Continuous support and handling of complex aspects of all existing and potential new Schemes.
• To keep at the forefront of technical and Legislative changes for pensions, particularly relating to SIPP and SSAS.
• To provide Trustee duties to SSAS.
• Providing the client with an annual trustee meeting under the agreed Company agenda.

Key Skills/Requirements:

• Good SSAS experience 
• Good communication skills
• Ability to self organise and work under own initiative