Senior SSAS Administrator
Role: Senior SSAS Administrator – Interim
Daily Rate: £120 - £200
Type: Contractor, self-employed
Location: Bristol
Hours: 35 hours a week (Full-time), Monday to Friday + Opportunity to become hybrid
We have a new position open for an interim Senior SSAS Administrator - Interim to join Hartley Pensions on our Payroll team.
The role
Manage and undertake all aspects of work relating to SSAS administration and the work of the administration team.
Job description
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
* Your location
* The working hours you are looking for
* Current situation and availability
Interview process
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.