Job Description

This role is available on a hybrid basis in any of office locations: Bristol, Bolton, Salisbury, Wimbledon or Leicester.

This role is a 12mth fixed term contract on a full time basis.

Overview of WBR Group

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.

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.

Benefits

Hybrid working
25 days annual leave plus bank holidays
Extra day off for your birthday
Ability to buy holiday (up to 5 additional days)
Company Pension
Life Assurance
Group Income Protection
Enhanced Employee Assistance Programme
A range of voluntary benefits such as discounted gym memberships, cycle to work, healthcare cash plan, PMI, critical illness cover.

Job Type: Fixed term contract
Contract length: 12 months

Pay: 24,000.00-30,000.00 per year

Benefits:

Bereavement leave Casual dress Company events Company pension Employee mentoring programme Enhanced maternity leave Enhanced paternity leave Free flu jabs Gym membership Health & wellbeing programme Life insurance On-site parking Paid volunteer time Referral programme Sick pay Work from home
Application question(s):

Are you educated to A level standard or equivalent? Do you have previous office administration or pension experience?
Work Location: Hybrid remote in Leicester LE19 1RP