About the Role
My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK.
Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party loan and VAT expertise throughout the organisation. This role requires in-depth knowledge of property processes, regulations and documentation to support key CRMs with property-related matters including property purchases, sales, leases, VAT, borrowing, loan backs, third party loans and associated financial transactions.
Key Responsibilities
The key focus of the role is to deliver an exceptional client experience, putting the client at the heart of everything you do to deliver great client outcomes
Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related queries and transactions
Work on leases and property sales documentation for accuracy and compliance
Work on both simple and complex property purchases, including those with borrowing
Work on loan backs and third-party loans
Work on new borrowing or borrowing rollover documentation
Work on rent reviews
Handle all rental invoicing
Handle all scheme VAT returns
Provide technical guidance to key CRMs on property, borrowing, loan back, third party loan and VAT related matters
Contribute to client meetings when property, borrowing, loan back, third party loan and VAT expertise is required
Explain complex property concepts and processes in clear, accessible language
Identify and mitigate risks associated with property, borrowing, loan back, third party loan and VAT work
Contribute to the training and development of other team members where required
Work with co-ordinators to maintain standards throughout the unit
Key Experience
In-depth knowledge of property purchase and sale processes within pension schemes
In-depth knowledge of loan backs and third-party loan processes within pension schemes
In-depth knowledge of borrowing processes within pension schemes
Expertise in lease review and property documentation requirements
Strong understanding of property compliance requirements and risk factors
Knowledge of VAT as it applies to property transactions
Experience in reviewing complex property transactions and associated documentation
Understanding of investment administration for pension schemes
As well as a competitive salary the company offers a company pension, DIS, group income protection, health cash plan, 25 days holiday + stats and many more.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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Tech Stack
property purchaseproperty saleloan backsthird-party loansborrowing processeslease reviewproperty documentationVATinvestment administration