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- Tasks: Manage SSAS administration, oversee team tasks, and ensure compliance with regulations.
- Company: Hartley Pensions, a leading SIPP and SSAS operator with a focus on relationships.
- Benefits: Competitive pay, hybrid working options, and meaningful impact in a transitional period.
- Why this job: Join a diverse team and make a real difference in the financial services sector.
- Qualifications: 2-3 years of senior SSAS administration experience and strong attention to detail.
- Other info: Opportunity for career growth in a supportive and dynamic environment.
The predicted salary is between 36000 - 60000 £ per year.
As the Interim SSAS Manager, your duties will cover a wide array 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, transfer in, transfer outs, deaths, loan, 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 schemes 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.
- 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 highlight areas requiring improvement and assist in the preparation of processes and procedures.
- To carry out any other duties as may reasonably be required.
About You
- Minimum 2-3 years’ experience in SSAS administration at a senior level.
- The stronger candidate will have prior experience at a senior level of SSAS administration.
- Demonstrable 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.
What we offer
- A highly competitive rate: We pay within the top 10% of employers in the industry.
- Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
- Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.
Recruitment Process
- A 60-minute interview with some competency-based questions.
Who are Hartley Pensions?
Hartley Pensions are a SIPP and SSAS operator. Hartley pensions provide white-label SIPPs 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. At 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 have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
SSAS Manager in Bristol employer: Hartley Pensions Limited
Contact Detail:
Hartley Pensions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SSAS Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about SSAS. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research Hartley Pensions and understand their values and operations. Tailor your answers to show how your experience aligns with their needs, especially in SSAS administration.
✨Tip Number 3
Practice makes perfect! Get a friend or mentor to do mock interviews with you. Focus on competency-based questions since they’re a big part of the recruitment process. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Hartley Pensions.
We think you need these skills to ace SSAS Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the SSAS Manager role. Highlight your relevant experience in SSAS administration and any specific achievements that align with the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your skills match what we're looking for. Keep it concise but impactful – we love a good story!
Showcase Your Attention to Detail: Given the nature of the SSAS Manager role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Hartley Pensions Limited
✨Know Your SSAS Inside Out
Make sure you brush up on your knowledge of SSAS schemes. Be ready to discuss everything from new business requests to HMRC submissions. The more confident you are in your understanding, the better you'll perform in the interview.
✨Showcase Your Attention to Detail
Since this role requires a keen eye for detail, prepare examples that demonstrate your ability to manage complex tasks accurately. Think about times when your attention to detail made a difference in your previous roles.
✨Prepare for Competency Questions
Hartley Pensions will likely ask competency-based questions, so think about your past experiences and how they relate to the job. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Demonstrate Your Team Management Skills
As an SSAS Manager, you'll be overseeing a team. Be ready to discuss your experience in managing workloads, monitoring performance, and identifying areas for improvement. Highlight any successful strategies you've implemented in the past.
