Full job descriptionClient Services Consultant

Starting Salary: From £40,000 per year
Job Type: Full-time | No weekends | 37.5-hour week
Flexible working: Choose between a 9-day fortnight (an extra day off every two weeks) or a standard Monday-Friday week with flexi time. 2 days working from home per week hybrid.
Key Responsibilities*An experienced and knowledgeable professional who has worked in this sector for a number of years.
*Familiar with all elements of operating SSAS pension schemes.
*Capable of working unsupervised.
*Build and maintain positive working relationships with clients, IFAs and key stakeholders.
*Handle general scheme correspondence.
*Handle all pension scheme investments, top-ups and sales, including standard and non-standard investments, loans, commercial property transactions and unquoted equity.
*Process retirement benefit and pension drawdown requests and arrange pension payment through pension payroll.
*Carry out fund split calculations for benefit and anniversary purposes.
*Handle various types of death benefit payment and ensure work is completed within regulatory deadlines.
*Handle any pension sharing orders on divorce cases and ensure work is completed within regulatory deadlines.
*Make pension scheme alterations.
*Process contributions, transfers-in and transfers-out.
*Liaise with banks, insurance companies and investment providers.
*Handle all pension scheme enquiries by telephone, email, in writing or face to face/video call.
*Attend and hold client/introducer meetings both on-site and externally.
*Issue standard reminder letters.
*Perform pension scheme administrative tasks which arise.
*File all regulatory returns, specifically pension scheme returns, event reports, accounting for tax returns and TPR returns.
*Update the back-office system.
*Produce Trust Deeds and Trustee Resolutions.
*Make clear and concise telephone and file notes and write both standard and non-standard letters in a clear, concise and grammatically correct manner.
*Provide exceptional customer service.
*Assist colleagues with queries and provide on-the-job training.
*Provide client operations information to the management team.
*Maintain an active CPD (Continuing Professional Development) log.
*Work within 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.
Skills, Knowledge & Experience*Significant experience of SSAS pension schemes.
*Experienced customer service skills.
*A strong 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.
Preferred experience:
*SSAS pension administration experience: 5 years (preferred).
*Financial services/other pensions industry: 8 years (preferred).
Education:
*A-Level or equivalent (preferred).
Benefits*25 days’ holiday plus bank holidays.
*2 days holiday between Christmas and New Year, where 1 day is worked at reduced hours.
*9-day fortnight (extra day off every two weeks) or standard Monday-Friday with flexi time.
*Work from home up to 2 days a week.
*Company pension scheme.
*Death in service benefit.
*Annual discretionary bonus.
*Support with professional qualifications – course fees, examination fees and study leave.
*Access to online learning platforms.
*Employer-funded team events.
*Sick pay.
Job Types: Full-time, Permanent
Pay: From £40,000.00 per year
Benefits:
*Company pension
*Flexitime
*Sick pay
*Work from home
Experience:
*Operating SSAS pension schemes: 2 years (required)