Hartley Pensions Limited
Senior SSAS Specialist
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Senior SSAS Specialist
Senior SSAS Specialist – Interim
Overview
Role: Senior SSAS Specialist (Interim) Rate: Competitive (subject to experience & interview competencies) Type: Contractor (via umbrella payroll company – Inside IR35) Location: Bristol, BS1 Hours: 35 hours per week (full-time, Monday to Friday)
Hartley Pensions seeks an experienced pension specialist with extensive trustee administration and HMRC compliance expertise to support their SSAS department during a critical transitional phase.
This opportunity is ideal for:
- A Senior SIPP Specialist
- A Corporate Pension Administrator
- A Trust Tax/Governance professional
with experience in complex trustee structures and pension tax reporting. A structured pathway into the high-value SSAS market awaits.
Who Are Hartley Pensions?
Hartley Pensions is a SIPP & SSAS pensions operator based in Bristol. Since July 2022, it has been in trading administration, Guided by UHY Hacker Young, the company remains operational while preparing for a client transition to new UK-based providers and eventual wind-down.
Role Summary
As the Interim Senior SSAS Specialist, you will serve as the primary point of contact for member-trustees and provide technical oversight in ensuring seamless SSAS scheme administration during this transitional phase.
Key Responsibilities
- Client & Stakeholder Liaison
- Acting as the critical liaison for member-trustees, offering guidance on:
- Scheme structural changes
- Member retirements
- Death benefits
- SSAS loan-backs
- Transfers out
- Managing all incoming/outgoing communications with clients, solicitors, accountants, and intermediaries (phone/email/correspondence).
- Acting as the critical liaison for member-trustees, offering guidance on:
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Administrative & Compliance Support
- Maintaining an up-to-date log of all post and client interactions.
- Providing technical administration support to the SSAS & SIPP teams, including assisting on SIPP-related tasks.
- Ensuring timely submission of:
- Annual HMRC return of annual information for both SSAS & SIPP schemes.
- Event reports and PSRs where applicable.
- SA970 Tax Claim forms for schemes that have paid tax on investments.
- AFT (Accounting for Tax) forms.
- Managing FCA RegData Returns for SIPP schemes, including Complaints, Product Sales Reports, etc.
- Overseeing GPi (General Pension Industry) deadlines for SIPP reporting.
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Financial, Legality & Governance Compliance
- Ensuring all SSAS schemes are registered with the Information Commissioners and renovating annual registrations as needed.
- Verifying compliance in all client money payments, adhering strictly to Client Money Policy.
- Providing high-level investment oversight for commercial property purchases, land acquisitions, and connected-party transactions.
- Ensuring all financial transactions meet regulatory and internal business compliance requirements.
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Duties as Agreed
- Adherence to all grey/black listed duties, fulfilling reasonable requests from the business or board.
Ideal Candidate
- Essential Qualifications & Experience
- 2+ years minimum experience in SSAS administration (preferably 2-3+ years in a senior-focused setting).
- If transitioning from less specific roles (e.g., SIPP administration, trust tax, or governance), CV must demonstrate:
- Experience at board/trustee level, managing client relationships and corporate governance.
- A strong track-record in navigating complex tax frameworks, particularly pension-specific PSRs or equivalent high-end trust tax reporting.
- Comprehensive end-to-end SSAS expertise, covering:
- New business administration
- Scheme restructuring
- Transfers out/in of accounts
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- Soft Skills & Technical Adeptness
- Self-organised, with strong numeracy and literacy skills.
- Exceptional attention to detail to manage complex, high-ground investor functioning.
- Proficiency in Microsoft Office/Excel (formulas, data tracking).
What We Offer
- Highly competitive rate: Within the top 10% of the industry.
- Meaningful Impact: A rare opportunity to shape a transitional period for a primary pension operator.
- Hybrid Working: Off-site options permissible after successful completion of training (may include up to 2 work-from-home days per week).
Recruitment Process
- Screening Call (30 minutes) – Quick competency check.
- Interview (60 minutes) – Mix of questions focusing on specialist knowledge and direct fit to the role.
Hartley Pensions is strongly committed to diversity. We encourage applications from individuals of all backgrounds to join a workplace that fosters respect, equality, and empowerment.
For more information, visit: UHY Hartley Pensions’ Administration Portal.
Note: Currently in business administration, we cannot offer sponsorship to new hires at this time.
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