Join this well-regarded specialist Pensions Administration firm who are looking for an administrator to manage a portfolio of SSAS schemes.
The company has vast experience of providing Small Self-Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP), and proud to be an independent trustee who offer their own SSAS and SIPP plans.
The Package
Competitive salary, depending on experience
Group Pension scheme
Employee Assistance Programme
25 days holiday plus Bank Holiday
4 x Death in Service
The Role
Responsible for the day to day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration and other Senior Managers. This will include:
Record keeping – electronic filing; telephone call recording; keeping the database up to date; transaction / asset entry; effective use of Worklog to manage workflow / work priorities
Investments – processing all investment types in full from cash investments to complex property purchases (including VAT; borrowing) / loan backs and everything in between
Establishing New Schemes – File set up (electronic & paper); inputting of scheme onto the database; registering scheme with HMRC; establishing bank account; registering with ICO/Pensions Regulator
Legal Entity Identifier – registrations and renewals
Attendance at client meetings where necessary
Benefit Calculations / Payment of PCLS & Death Benefits (may include pre A Day scheme specific tax free cash calculations)
Transfers In / Out
Scheme Wind Up / Loss to Another Provider
SSAS Takeovers – dealing with all aspects including deed drafting; asset re-registration; change of scheme administrator; bank account switching; record establishment; ICO / Pension Regulator re-registration
Submitting HMRC Pension Scheme Returns
Customer Service – effective communication with clients / IFA’s / solicitors / accountants / HMRC / investment providers and other professional connections and colleagues
Sound knowledge of existing pensions legislation as it applies to SSAS’s
Awareness of and compliance with GDPR and AML requirements
Assisting Team Manager and other Team Colleagues as required with annual leave cover / work
SSAS Administrator, Leicester (JR-1391)
Join this well-regarded specialist Pensions Administration firm who are looking for an administrator to manage a portfolio of SSAS schemes.
The company has vast experience of providing Small Self-Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP), and proud to be an independent trustee who offer their own SSAS and SIPP plans.
The Package
The Role
Responsible for the day to day administration of a portfolio of SSAS schemes under the guidance of a Team Manager, Head of Pension Administration and other Senior Managers. This will include:
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