Senior SSAS Administrator in Bristol

Role:

Senior SSAS Administrator – Interim

Location:

Bristol

Hours:

35 hours a week (Full-time), Monday to Friday + Opportunity to become hybrid

About the role

Manage and undertake all aspects of work relating to SSAS administration and the work of the administration team.

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 SSAS administration including new business requests, retirements, transfers in, transfers out, deaths, loans, investments, etc.
• Providing technical and administration support to the members of the SSAS Administration Team.
• Submission of SSAS & SIPP HMRC annual scheme returns and SIPP return of annual information, also prepare and submit any event reports to HMRC for the SSAS and SIPP scheme when required.
• Completion and submission of the SA970 Tax Claim to HMRC for any SSAS 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 SSAS administration.
• The stronger candidate will have prior experience at a senior level of SSAS administration.
• Demonstrate comprehensive knowledge of SSAS 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 SSAS Administrator – Interim
• The working hours you are looking for
• Current situation and availability

Two stages, 15 minutes screening call + one hour competency-based and Q&A interviews.

Who are Hartley Pensions?

Hartley pensions are a SIPP (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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative, Finance, and Project Management
• Industries: Pension Funds