Castri
Senior SSAS administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Senior SSAS Administrator
The Senior SSAS Administrator will manage the full administration of Small Self-Administered Schemes (SSAS) and personal wealth for Catri (for around 40-45 households), ensuring technical accuracy and exceptional client service. The position requires meticulous attention to detail, a strong understanding of regulatory requirements, and proactive engagement with clients, advisers, and third parties. Reporting to the Operations Director, the role supports business growth and operational excellence.
This position is subject to credit checks and verification of the right to work in the UK.
Progression expected within the role includes team leadership, trustee and signing responsibilities, as well as refining office processes and systems to enhance client management and compliance.
Responsibilities
SSAS and Client Administration
- Act as the primary day-to-day contact for SSAS clients, delivering prompt and proactive service.
- Maintain accurate administration for SSAS arrangements, ensuring regulatory compliance and thorough record-keeping.
- Process new and takeover SSAS schemes, including registrations and reporting to HMRC, ICO, and The Pensions Regulator.
- Complete required reports such as:
- Pension Scheme Returns
- Event Reports
- Accounting for Tax Returns (for HMRC and other authorities)
- Monitor rent, loan repayments, and scheme bank accounts, ensuring compliance with internal controls and sufficient cash flow for payments and fees.
- Liaise with solicitors and third parties regarding property purchases and loanbacks related to SSAS schemes.
- Process contributions, transfers in/out, and benefit payments (retirement, death, illness).
- Prepare:
- Scheme asset valuations
- Member fund share calculations
- Annual review packs
- Provide administration and technical support to the Partners/Financial Advisers of Castri, including:
- Preparing documents for client meetings
- Assisting with technical queries
- Process investments and provide technical and administrative support to the Partners/Financial Advisers.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Essential Skills
Candidates should have preferably at least 5 years’ experience administering and managing a portfolio of SSAS clients or a similar financial services role. Key skills include:
- Strong technical understanding of SSAS, their role in financial planning, and relevant legislation
- Excellent organisational skills with the ability to prioritise and meet deadlines
- Proven ability to build and maintain relationships with clients
- Clear, concise communication skills at all levels, both written and verbal
- A positive, client-focused approach and strong relationship-building abilities
- Proficiency in Microsoft Office (Excel and Word)
Rewards
- Competitive salary (£32,000 - £40,000) depending on experience
- 25 days’ holiday (plus bank holidays)
- Free onsite parking
- Discretionary bonus scheme
- Hybrid working (up to two days from home)
- Funding and support for professional development
- Employee benefit package
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills