Salary at CAPITAL RESOURCING GROUP

Responsibility

• the primary purpose of this role is to be accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner
• depending on experience or progression, additional opportunities may be available to further our business needs, such as providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers

Requirements

• consulting
• pension Administration
• pensions
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• working knowledge of various admin tasks relating to SSAS or SIPP, such as record keeping, bank transaction reconciliation, handling investment requests
• experience in carrying out all activities in relation to clients in the pensions space
• experience of interacting with clients directly, whether in administrative or client-facing role
• attending client meetings - both virtually and face-to-face
• managing daily workflow regarding the given clients and ensuring all invoices are prepared and recorded accurately
• strong attention to detail, being able to transcribe data including numbers accurately
• confident at using Microsoft packages and be able to learn how to use new software
• working in a SIPP or SSAS role is essential as is working in a client-facing role
• the ability to talk knowledgeably about SIPP products including property

Earnings for position client manager

Responsibility

• responsible for engagement with 'panel’ and 'non-panel’ investment managers and platforms to support the 'third party suppliers’ Consumer Duty outcome
• obtaining all supporting material from the investment managers and platforms to help demonstrate good customer outcomes
• agreeing and then overseeing the legal documentation of roles and responsibilities in light of Consumer Duty regulations
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• identify and oversee all change needed to processes, literature and illustrations
• develop and implement plans for customer engagement, in conjunction with the Heads of Communications and Operations, where we deem their chosen investment manager or platform to be a 'cost outlier’ as part of our Consumer Duty assessments
• research, design, plan and implement a programme to leverage the interest we receive on client account balances through diversification across different banks and/or terms of deposit
• demonstrate the requisite values and behaviours that support and encourage a culture whereby the Consumer Duty to customers is central to the business

Requirements

• investment
• pensions
• regulations
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• knowledge of the SIPP marketplace and investments generally held is essential
• ability to build strong rapport with clients, key suppliers and internal stakeholders
• strong interpersonal skills
• A relevant professional qualification in accountancy, law or similar desirable

Earnings for position project manager

Responsibility

• build and maintain strong relationships with clients, acting as the main point of contact
• understand client's needs and objectives, and develop and present proposals for events and marketing campaigns that meet those needs
• continuously seek new business opportunities and actively participate in business development activities
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• keep abreast of industry trends and developments, and ensure that we stay ahead of the curve
• collaborate with internal teams to ensure client satisfaction and deliver outstanding results
• manage the planning, execution, and evaluation of events and marketing campaigns, ensuring they are delivered on time, on budget, and to the highest standards

Requirements

• account Manager
• event Management
• event Planning
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• marketing
• proven experience as a Client Account Manager or similar role in the events and marketing industry
• strong understanding of event planning and marketing strategies
• excellent communication, presentation and negotiation skills
• ability to build and maintain strong relationships with clients
• strong project management skills and attention to detail
• self-motivated, proactive and results-driven approach
• strong team player with the ability to work in a fast-paced environment

Earnings for position account manager

Responsibility

• you will work in collaboration with colleagues to review information provided as part of customer lending applications and engage with customers
• assessment and Underwriting of loan facilities and asset financings within the agreed credit risk appetite
• act as the first line of defence in the assessment and underwriting of a range of SME lending facilities including Asset Finance
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• this role has a particular emphasis on Asset Finance and SME Working Capital Lending, however, it will also include other SME lending including Property-backed facilities
• you will also be responsible for supporting the Head of Credit in monitoring and oversight of the performance of the lending portfolios

Requirements

• banking
• credit
• finance
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• loans
• risk
• expert knowledge of Asset Finance and up to date market knowledge from a credit risk perspective is essential
• strong working knowledge of SME Working Capital lending and / or Property lending from a credit risk perspective is desirable
• general Banking experience including of debt restructuring, remediation and workout/recovery is desirable
• highly motivated, organized and proactive attitude
• excellent communication skills at all levels

Earnings for position underwriter

Responsibility

• improve and develop credit control procedures

Requirements

• accountancy
• accounting
• management Accountant
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• currently working within an Accountancy role; qualified by experience will be considered
• capable of working under own volition in support of the Finance Director and Senior Management Accountant
• management and Financial Accounting Experience
• VAT / PAYE / Payroll experience
• effective communication and interpersonal skills with proactive approach to problem solving
• process improvement experience

Earnings for position management accountant