Role: Senior SSAS Pensions Administrator - Interim
Rate: Competitive (subject to experience & interview competencies)
Location: Bristol, BS1
Hours: 35 hours a week (full-time), Monday to Friday
Role
As an Interim Senior SSAS Pensions Administrator, your duties will cover a wide array of tasks which include the following:
- Dealing with all aspects of SSAS administration including new business requests, retirements, transfers in, transfers out, deaths, loans, investments, etc.
- Work closely with colleagues in 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.
- To carry out any other duties as may reasonably be required.
About You
- 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.
- 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.
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, straightforward 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.
Website
To find out more about Hartley Pensions, please visit:
https://www.uhy-uk.com/hartley-pensions-limited-administration
*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.
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