SSAS Pensions Manager

SSAS MANAGER

Role: SSAS Manager – Interim

Rate: Competitive (subject to experience & interview competencies)

Type: Contractor (via umbrella payroll company – Inside IR35)

Location: Bristol, BS1

Hours: 35 hours a week (full-time), Monday to Friday

Hartley Pensions are looking for an experienced SSAS Manager to help lead our SSAS function during an important transitional phase for the business.

By leading Hartley's SSAS department, you will manage a case load of work whilst supporting members of the team in ensuring the delivery of high-quality outcomes and an exceptional service is provided to our clients.

Who are Hartley Pensions?

Hartley Pensions are a SIPP and SSAS pensions operator based in central Bristol. Since July 2022, the company has been in a trading administration. Under the administration of UHY Hacker Young, Hartley Pensions continues to operate an essential service to clients whilst preparing to transfer members to new UK-based operators and wind down the business.

Role

As Hartley Pensions continues to transfer out our SIPP members over to new operators, we are seeking an organised and highly driven SSAS manager with demonstrable experience in leadership to help us path the roadmap of our SSAS transfers whilst ensuring the servicing of our SSAS members is maintained in a timely and efficient manner.

As the Interim SSAS Manager, your duties will cover a wide array of tasks. These requirements are of business critical importance - this includes (but is not restricted to) the following:

• Allocating all daily post to the team and logging this on a daily basis.
• Dealing with all aspects of SSAS administration including new business requests, retirements, transfer in, transfer outs, deaths, loan, investments etc.
• 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 schemes 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 RegData 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.
• Monitoring team workloads and performance and reporting any discrepancies.
• To identify and highlight areas requiring improvement and assist in the preparation of processes and procedures.
• To carry out any other duties as may reasonably be required.

About You

• Minimum 2-3 years’ experience in SSAS administration at a senior level.
• The stronger candidate will have prior experience at a senior level of SSAS administration.
• Demonstrable 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 30-minute screening call.
• A 60-minute interview with some competency-based questions.

At 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.

Pay: £40,000.00-£50,000.00 per year

Work Location: In person