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SSAS Administrator

Ref: : 17787075 (CleverHR)
Location: :

London - Midlands (East)

Rate: £ Attractive (Permanent) + plus benefits
Industries: Financial Services
Functional Areas: none

SSAS Administrator
Leicester
GBP 19,000 - GBP 26,000

We have an opportunity for an experienced SSAS Administrator to join a reputable Wealth Management firm in Leicester.
You will carry out day to day administration of a portfolio of SSASs dealing with many aspects; including contributions, transfers in and out, investment transactions, benefit calculations and property purchases.
The business has built its foundations on top levels of client care and service, and as a result seek similar-minded individuals to join the team.

Main Responsibilities

Work closely with the team, management, consultants and owners of the business
Record all work in the SSAS-Pro worklog using the various task types, making appropriate notes to highlight and record work undertaken
Process contributions and transfers
Complete all tasks with regards to each scheme including scheme documentation, application forms, collection of data and creation of SSAS-Pro records
Process new business as and when required, ensuring they are approved investments
Monitor SSAS accounts to ensure that funds are invested when necessary
Arrange the surrenders of investments
Undertake land and property purchases in line with internal guidelines
Ensure rental reviews, lease expiries and insurance renewals are dealt with in a timely manner
Monitor rent and loan repayments, notifying management of any arrears
Calculate and pay retirement and death benefits
Process of annuity purchases and transfers
Preparation of SSS asset valuations and member calculations
Prepare trust deeds to reflect changes in trustees, principal/participating Employers and scheme rule amendments
Register all schemes in-line with the Data Protection Act and Pensions Regulator
Complete and submit pension returns, event reports and Accounting for Tax returns
Prepare review packs for client meetings, including updated scheme valuations
Deal with other queries and correspondence

About You

A great team player, with the ability to work with other members of the SSAS Administration team to achieve departmental goals and objectives;
A top communicator, you will be conversant with colleagues, management and consultants
Ability to wok to tight deadlines, and to do so whilst under pressure
Good personal organisational skills with the ability to prioritise your own workload
Proactive, enthusiastic and driven approach
A positive attitude to client care
An excellent understanding of the Financial Services industry (Pensions in particular) and have experience working in a SSAS Administrator role
Keen to develop your technical knowledge through further training and industry qualifications



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