Senior SSAS Administrator

Hartley Pensions Limited; Bristol; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading pension administration firm in Bristol is seeking an interim Senior SSAS Administrator. You will manage various aspects of SSAS administration, including handling transfers, communicating with clients, and ensuring compliance with regulatory requirements. The ideal candidate has 2-3 years of relevant experience and exceptional communication skills. This role offers full-time hours with the possibility of becoming hybrid.

Qualifications

• Minimum 2-3 years’ experience in SSAS administration.
• Comprehensive knowledge of SSAS schemes from inception to transfer out.
• Self-organised with strong numeracy and literacy skills.

Responsibilities

• Handle all aspects of SSAS administration including new business requests and transfers.
• Allocate daily posts and log entries for the team.
• Communicate with clients and intermediaries effectively.

Skills

Excellent communication

Inter-departmental collaboration

Analytical and organized

Ability to meet deadlines

Stakeholder management

Job description

Senior SSAS Administrator – Interim

Location: Bristol | Hours: 35 hours a week (Full‑time), Monday to Friday with opportunity to become hybrid.

Role Overview

We have a new position open for an interim Senior SSAS Administrator to joinley Pensions on our Payroll team.

Responsibilities

• Allocate daily posts to the team and log entries.
• Handle all aspects of SSAS administration: new business requests, retirements, transfers in, transfers out, deaths, loans, investments, etc.
• Provide technical and administration support to the SSAS Administration Team.
• Submit SSAS & SIPP HMRC annual scheme returns, SIPP return of annual information, and any required event reports.
• Complete and submit SA970 tax claims to HMRC for SSAS schemes that have paid tax on their scheme investments.
• Submit Pensions Regulator scheme returns within required timescales.
• Ensure all schemes are registered with the Information Commissioner and manage annual renewals.
• Submit FCA Gabriel Returns for the SIPP schemes, including Complaints, Product Sales Report, etc.
• Communicate with clients, solicitors, accountants, and intermediaries via email, phone, or in writing.
• Process payments from scheme accounts, ensuring compliance with the Client Money policy.
• Prepare and manage the SIPP Annual Reviews to meet deadlines.
• Monitor team workloads and performance, reporting any discrepancies.
• Identify and highlight areas for improvement and assist in process and procedure preparation.
• Carry out any other duties as reasonably required.

Values & Skills

• Excellent communicator with strong inter‑departmental collaboration.
• Demonstrated ability to meet deadlines and manage conflicting priorities.
• Ability to manage stakeholder expectations and challenge when necessary.
• Analytical, organized, and methodical approach.
• Flexible approach while maintaining legislative rules and regulations.

About You

• Minimum 2-3 years’ experience in SSAS administration.
• Preferably senior-level experience in SSAS administration.
• Comprehensive knowledge of SSAS schemes from inception to transfer out.
• Self‑organised with strong numeracy and literacy skills and a keen eye for detail.

How to Apply

Please email your CV to [e-mail]. When you apply, include:

• Your name
• The role you are applying for – Senior SSAS Administrator – Interim
• The working hours you are looking for
• Current situation and availability

Two stages: a 15‑minute screening call followed by a one‑hour competency‑based interview.

About Hartley Pensions

Hartley Pensions is a SIPP (Self‑Invested Personal Pension) and SSAS (Small Self‑Administered Scheme) operator. We provide white‑label SIPPs for leading investment and trading platforms and pride ourselves on long‑lasting relationships with business partners and clients through professional, friendly, and personalised administration.

Diversity Statement

Hartley Pensions diversity is important to 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.

Employment Sponsorship

We are unable to provide employment sponsorship to candidates.

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