Castra WM Limited is a new independent financial services business, building on 50 years of experience and guided by the values of clarity, consistency, and genuine care for our clients. We prioritise our clients, free from sales pressure or shortcuts. As we expand, we are looking for a SSAS Administrator to support our business growth. We value and reward team members according to their contributions and are dedicated to fostering expertise and professional development, enabling us to help clients reach their objectives.
The role:
The SSAS Administrator will manage the full administration of Small Self-Administered Schemes (SSAS) for Castra, ensuring technical accuracy and exceptional client service. The position requires meticulous attention to detail, a strong understanding of regulatory requirements, and proactive engagement with clients, advisers, and third parties. Reporting to the Operations Director, the role supports business growth and operational excellence, with scope for progression as the company develops.
This position is subject to credit checks and verification of the right to work in the UK.
Key responsibilities:
SSAS and Client Administration
Act as the primary day-to-day contact for SSAS clients, delivering prompt and proactive service
Maintain accurate administration for SSAS arrangements, ensuring regulatory compliance and thorough record-keeping
Process new and takeover SSAS schemes, including registrations and reporting to HMRC, ICO, and The Pensions Regulator
Complete required reports such as Pension Scheme Returns, Event Reports, and Accounting for Tax Returns for HMRC and other authorities
Monitor rent, loan repayments, and scheme bank accounts, ensuring compliance with internal controls and sufficient cash flow for payments and fees
Liaise with solicitors and third parties regarding property purchases and loanbacks related to SSAS schemes
Process contributions, transfers in/out, and benefit payments (retirement, death, illness)
Prepare scheme asset valuations, member fund share calculations and annual review packs
Provide administration and technical support to the founders, including preparing documents for client meetings and assisting with technical queries
Team Growth and Leadership (as the role develops)
Maintain comprehensive and accurate scheme data across all systems, addressing data gaps and optimising system use
Support the Operations Director in refining office processes and systems to enhance client management and compliance.
Assist with onboarding, training, and supporting new team members as the business grows.
Foster a collaborative team environment, sharing technical expertise and supporting colleagues.
Essential Skills and Experience
Minimum 3 years’ experience administering and managing a portfolio of SSAS clients or similar financial services role
Strong technical understanding of SSAS, their role in financial planning, and relevant legislation
Excellent organisational skills with the ability to prioritise and meet deadlines
Proven ability to build and maintain relationships with clients
Clear, concise communication skills at all levels, both written and verbal
Positive, client-focused approach and strong relationship-building abilities
Proficiency in Microsoft Office and relevant pension administration systems (e.g., Intelliflo, Delta Platinum Pro)
Desirable Skills and Experience
Diploma in Regulated Financial Planning (or working towards).
Experience in business process improvement and team development
Broad commercial awareness and operational thinking.
Rewards
25 days’ holiday (excluding bank holidays).
Free onsite parking
Discretionary bonus scheme
Hybrid working (up to two days from home)
Funding and support for professional development