SSAS Administrator
AJ Bell
- Manchester
- Permanent
- Full-time
- Administering all cash flow transactions in and out of each individual scheme including transfers in, transfers out, pension sharing orders contributions, benefit calculations, loans and borrowings.
- Establishing new business and takeover cases including AML checks, eligibility and establishing new bank accounts.
- Responsible for properties within schemes including purchasing, selling and the ongoing maintenance and management of properties. This will include corresponding with solicitors, surveyors, lenders, property managers and HMRC.
- Responsible for non-property investments including purchases, switches and disposals.
- General administration duties to include carrying out annual reviews, processing and submitting RPSRs, answering client queries on all areas of the scheme, maintaining a diary and post system and ensuring work is produced within service level agreements.
- Maintaining a diary system in line with service level agreements and keeping spreadsheet and database records up to date.
- Ensuring that all compliance policies are adhered to including AML, Clear Desk, ID&V and Conduct Risk.
- Customer service administration experience gained within financial services
- SSAS, SIPP or Pensions experience including property is desirable
- Excellent communication skills both written and verbal
- Strong attention to detail and ability to work to tight deadlines
- Excellent IT skills including Word, Excel and Outlook
- Positive and confident attitude.
- Awareness of HMRC rules relating to pension schemes is desirable
- Awareness of commercial property and loanback transactions is an advantage
- £25,00 - 27,000 (Dependent on experience)
- Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays
- Holiday buy/sell scheme
- Hybrid working policy
- Casual dress code
- Discretionary bi-annual bonus
- Contributory pension scheme
- Buy as you earn share scheme
- Free shares scheme
- Paid study support for qualifications
- Enhanced maternity/paternity scheme from day one
- Bike loan
- Season ticket loan portal
- Discounted PMI and Dental
- On-site gym and personal trainer led classes
- Paid volunteering opportunities
- Free social events and more