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- Tasks: Manage SSAS accounts, handle queries, and ensure compliance with regulations.
- Company: Hartley Pensions specializes in pension administration and client support.
- Benefits: Enjoy hybrid work options and a collaborative team environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: 2-3 years of SSAS administration experience required; senior-level experience preferred.
- Other info: Located in Bristol, this is a full-time role with opportunities for growth.
The predicted salary is between 43200 - 64800 £ per year.
Senior SSAS Administrator
Role: Senior SSAS Administrator – Interim
Daily Rate: £120 – £200
Type: Contractor, self-employed
Location: Bristol
Hours: 35 hours a week (Full-time), Monday to Friday + Opportunity to become hybrid
We have a new position open for an interim Senior SSAS Administrator – Interim to join Hartley Pensions on our Payroll team.
The role
Manage and undertake all aspects of work relating to SSAS administration and the work of the administration team.
Job description
The role will cover a wide range of tasks which include the following –
- Allocating all daily post to the team and logging this on a daily basis.
- Dealing with all aspects of SASS administration including new business requests, retirements, transfers in, transfers out, deaths, loans, investments, etc.
- Providing technical and administration support to the members of the SASS Administration Team.
- Submission of SASS & SIPP HMRC annual scheme returns and SIPP return of annual information, also prepare and submit any event reports to HMRC for the SASS and SIPP scheme when required.
- Completion and submission of the SA970 Tax Claim to HMRC for any SASS schemes that have paid tax on their scheme investments.
- Submission of the Pensions Regulator scheme returns within the required timescales.
- Ensuring all schemes are registered with the Information Commissioner and dealing with annual renewals.
- Completion and submission of the FCA Gabriel Returns for the SIPP schemes, including Complaints, Product Sales Report, etc.
- Dealing with communications to and from clients, solicitors, accountants, and intermediaries whether in writing, by email, or over the phone.
- Dealing with payments from the scheme accounts and ensuring that all payments comply with the company Client Money policy.
- Preparation and management of the SIPP Annual Reviews to ensure deadlines are being met.
- Monitoring team workloads and performance and reporting any discrepancies.
- To identify and highlights areas requiring improvement and assist in the preparation of processes and procedures.
- To carry out any other duties as may reasonably be required.
Values/Skills
- Excellent communicator and good at inter-departmental communication and collaborative working.
- Demonstrable ability to meet deadlines and manage conflicting priorities.
- Ability to manage expectations of stakeholders and challenge when required.
- Analytical and organised with a methodical approach.
- Demonstrate a flexible approach whilst maintaining legislatives rules and regulations.
About YOU
- Minimum 2-3 years’ experience in SASS administration.
- The stronger candidate will have prior experience at a senior level of SASS administration.
- Demonstrate comprehensive knowledge of SASS schemes from the moment of new business to the transferring out of a scheme.
- Self-organised with a competent numeracy and literacy level, and an ability to pay strong attention to detail.
How to Apply
Please email your CV to Recruitment@hartleypensions.com. When you apply, please include the below information in your email:
- Your name
- The role you are applying for – Senior SASS Administrator – Interim
- Your location
- The working hours you are looking for
- Current situation and availability
Interview process
Two stages, 15 minutes screening call + one hour competency-based and Q&A interviews.
Who are Hartley Pensions?
Hartley pensions are a SSIP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley pensions provide white label SIPP’s for a number of leading investment and trading platforms.
We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straight-forward and relevant to our clients’ needs.
Hartley pensions diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.
***Please note, we are unable to provide employment sponsorship to candidates.
Senior SSAS Administrator employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior SSAS Administrator
✨Tip Number 1
Familiarize yourself with the specific SSAS regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the pensions industry, especially those who have experience with SSAS administration. Engaging in conversations can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've handled complex SSAS queries or discrepancies. Sharing specific examples will showcase your problem-solving skills and expertise.
✨Tip Number 4
Stay updated on any recent changes in pension regulations or HMRC guidelines. Being knowledgeable about current events in the field will set you apart as a proactive candidate.
We think you need these skills to ace Senior SSAS Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Senior SSAS Administrator position. Understand the key responsibilities and required skills, especially focusing on SSAS administration and client account reconciliation.
Highlight Relevant Experience: In your CV and cover letter, emphasize your 2-3 years of experience in SSAS administration. Provide specific examples of your previous roles that demonstrate your ability to handle both simple and complex SSAS queries.
Showcase Attention to Detail: Since the role requires strong attention to detail, include examples in your application that showcase your ability to identify discrepancies and manage compliance with HMRC and FCA regulations.
Tailor Your Application: Customize your CV and cover letter to reflect the language and requirements mentioned in the job description. Use keywords related to SSAS administration, client communication, and project management to make your application stand out.
How to prepare for a job interview at Hartley Pensions Limited
✨Show Your SSAS Expertise
Make sure to highlight your experience in SSAS administration during the interview. Be prepared to discuss specific cases where you successfully managed the life cycle of a SSAS, including handling transfers and resolving discrepancies.
✨Demonstrate Attention to Detail
Since the role requires a strong attention to detail, provide examples from your past work where your meticulousness led to successful outcomes. This could include instances of identifying errors or improving processes.
✨Prepare for Technical Questions
Expect technical questions related to SSAS schemes, HMRC submissions, and compliance requirements. Brush up on relevant regulations and be ready to explain how you've navigated these in your previous roles.
✨Communicate Effectively
The role involves dealing with clients and various stakeholders. Practice clear and concise communication skills, and be ready to demonstrate how you've effectively handled client queries and communications in the past.
