SSAS Manager

Award Winning Recruitment Lead | Financial Services | University of Exeter Graduate

SSAS MANAGER

Role: SSAS Manager – Interim

Rate: Competitive (subject to experience & interview competencies)

Location: Bristol, BS1

Hours: 35 hours a week (full-time), Monday to Friday

Role

As the Interim SSAS Manager, your duties will cover a wide array 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, transfer in, transfer outs, deaths, loan, 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 schemes 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
• 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 highlight areas requiring improvement and assist in the preparation of processes and procedures.
• To carry out any other duties as may reasonably be required.

About You

• Minimum 2-3 years’ experience in SSAS administration at a senior level.
• The stronger candidate will have prior experience at a senior level of SSAS administration.
• 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 60‑minute interview with some competency‑based questions.

Who are Hartley Pensions?

Hartley Pensions are a SIPP and SSAS operator. Hartley pensions provide white‑label SIPPs 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.

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.

Website

To find out more about Hartley Pensions, please visit:

*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance, Administrative, and Other

Industries

• Pension Funds and Administrative and Support Services

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