Castra Ashby-De-La-Zouch, England, United Kingdom
SSAS Administrator
Castra Ashby-De-La-Zouch, England, United Kingdom
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Senior Financial services professional, expert in SIPP & SSAS operations and client relationship management and team mentor
Castra WM Limited is a new evolving financial services company, building on 50 years of experience and guided by the values of clarity, consistency, and genuine care for our clients. 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.
Summary
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.
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
* Free onsite parking
* Discretionary bonus scheme
* Hybrid working (up to two days from home)
* Funding and support for professional development
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Information Technology
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