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SSAS Administrator, Leicester (JR-1391)

£24000 - £30000 DOE + benefits

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
  • ICO Registrations & Renewals
  • Pension Regulator Registrations, Renewals & Returns
  • Drafting scheme specific Deeds (from Templates)
  • 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



Employment type: 
Employed (Full Time)
Reference Number: