Castri WM Limited is a new independent financial adviser, FCA regulated and building on 100 years of experience. We are guided by the values of clarity, consistency, and genuine care for our clients.
We prioritise our clients, offering bespoke advice 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 Castri, 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. The role will also involve some wealth management administration work.
Reporting to the Operations Director, the role supports business growth and operational excellence, with scope for progression as the company develops.
Key responsibilities
* Act as the primary day-to-day contact for SSAS and individual 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 advisers, including preparing documents for client meetings
Essential skills
* 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)
Reward
* Free onsite parking
* Discretionary bonus scheme
* Hybrid working (up to two days from home)
* Funding and support for professional development
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