North Oak Recruitment Ltd

SSAS Administrator (Pensions) Leicestershire (Ref AL1413) - hybrid after qualifying period (min 2 days in office) Salary range c£30,000 - £40,000 depending on experience + benefits Full time position with the possibility of flex start/finish times My client has been helping people establish and run SSASs for almost fifteen years. They provide a service where clients are priority, and receive a 5-star personal service. They are a professional trustee, and provide outstanding technical guidance for SSASs, whilst also focusing very highly on customer service with a very personal touch. They are now looking for an experienced SSAS Administrator to join their friendly team due to the continued growth of the company. The position includes all aspects of scheme administration for a set portfolio of SSAS schemes and you must be confident in the following areas: Setting up new schemes Takeover of existing schemes Property purchases Technical calculations for retirement and death benefits Loans Reviewing legal documents Using HMRC and TPR online services Scheme valuations and bank account bookkeeping Scheme transfers You will have responsibility for your own portfolio of clients and so the ability to build and maintain professional and trusted relationships is essential. You must also be confident in your ability to work independently. Requirements: In addition to a high level of SSAS knowledge & experience, GCSE Grade C or above (or equivalent) including Maths and English Language is required. Pension industry qualifications are also preferred. Excellent communication skills are paramount and you will also display good attention to detail and the ability to work under pressure to tight timescales. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available - up to 2 days working from home after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed service levels You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience required: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.