At a Glance
- Tasks: Lead SSAS administration and provide expert guidance to member-trustees during a crucial transition.
- Company: Hartley Pensions, a key player in the SIPP and SSAS pensions market.
- Benefits: Competitive pay, hybrid working options, and a chance to make a meaningful impact.
- Other info: Diversity is our priority; we welcome applicants from all backgrounds.
- Why this job: Join us to shape the future of pensions while enhancing your career in a dynamic environment.
- Qualifications: 2-3 years in SSAS administration or relevant governance experience required.
The predicted salary is between 25000 - 28000 £ per year.
Hartley Pensions seek an experienced pension specialist with extensive experience in trustee administration and HMRC compliance to help the running of our SSAS department during an important transitional phase for the business.
If you are a Senior SIPP Specialist, a Corporate Pension Administrator, or a Trust Tax/Governance professional who understands complex trustee structures and HMRC reporting, this role offers the perfect structured pathway to upgrade your career into the high-value SSAS market.
Who are Hartley Pensions? Hartley Pensions are a SIPP and SSAS pensions operator based in central Bristol. Since July 2022, the company has been in a trading administration. Under the administration of UHY Hacker Young, Hartley Pensions continues to operate an essential service to clients whilst preparing to transfer members to new UK-based operators and wind down the business.
As the Interim Senior SSAS Specialist, your duties include (but are not restricted to) the following:
- Act as the primary point of contact for member-trustees, providing technical guidance on key areas such as scheme structural changes, member retirements, death benefits, SSAS loan backs and transfers out.
- Maintaining an accurate log of post and ensuring this is updated daily.
- Providing technical and administrative 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.
- Ensuring the timely submission of Pension Scheme Returns (PSRs), Event Reports, and Accounting for Tax (AFT) forms.
- Completion and submission of the SA970 Tax Claim to HMRC for any SSAS schemes that have paid tax on their scheme investments.
- Ensuring all schemes are registered with the Information Commissioner and dealing with annual renewals.
- End-to-end completion and submission of the FCA RegData 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.
- Overseeing high-level scheme investments, specifically commercial property acquisitions, land purchases, and connected-party transactions.
- Dealing with payments from the scheme accounts and ensuring that all payments comply with the company Client Money policy.
- Carrying out any other duties as may reasonably be required.
About You: Ideally a minimum 2-3 years’ experience in SSAS administration. If you do not have direct SSAS experience, your CV must demonstrate a proven experience working at board or trustee level, managing client expectations, and handling corporate governance. Additionally, you will have a strong track record of navigating complex tax reporting frameworks (ideally pension-specific PSRs, though high-end trust tax reporting will be considered).
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: Hartley Pensions follow a two-stage recruitment process. A 30-minute screening call. A 60-minute interview with some competency-based questions.
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.
To find out more about Hartley Pensions, please visit: Hartley Pensions Website
Locations
Senior SSAS Specialist in Newport, Wales employer: Hartley Pensions Limited
Hartley Pensions is an exceptional employer located in the heart of Bristol, offering a competitive rate that places us within the top 10% of industry employers. Our work culture prioritises diversity and inclusion, ensuring that every team member feels valued and empowered to contribute meaningfully during this crucial transitional phase. With opportunities for hybrid working and a structured pathway for career advancement into the high-value SSAS market, we are committed to supporting your professional growth while delivering outstanding service to our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior SSAS Specialist in Newport, Wales
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We think you need these skills to ace Senior SSAS Specialist in Newport, Wales
Some tips for your application 🫡
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How to prepare for a job interview at Hartley Pensions Limited
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