Rayment Recruitment
SSAS Administrator
East Finchley
£28k/yr
Posted about 15 hours ago
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SSAS Administrator
North London / Finchley / Hybrid
£28,000 plus benefits
A multi-office, award-winning wealth management firm currently requires an experienced SSAS Administrator to join its friendly and vibrant team, on a hybrid basis, being based in the office in North London 3 days per week.
SSAS Administrator Job Description
A SSAS Administrator is required to carry out the day-to-day administration of the Small Self-administered Schemes managed by the company. This comprises of:
Onboarding New SSAS Applications
- Collating data from new application forms and drafting scheme documentation
- Registering the Scheme Administrator and SSAS with HMRC online
- Setting up the SSAS bank account
- Monitoring the SSAS application and dealing with any arising queries
- Setting up the SSAS with The Pensions Regulator
- Setting up the SSAS with the ICO
- Assisting with the transfer in of a client’s existing pensions
Onboarding SSAS Takeovers
- Obtaining the existing SSAS records from the outgoing administrator
- Analysing and drawing up a deed of removal, to remove any corporate trustee
- Dealing with any changes required to the Scheme Administrator
- Removing the outgoing administrator from the SSAS bank account
- Reviewing the existing SSAS assets and removing references to the outgoing trustee
- Switching The Pensions Regulator accounts to company
- Dealing with property transfers
General SSAS Maintenance
- Liaising with SSAS clients
- Maintaining SSAS records on XPlan
- Dealing with information requests, including bank balances
- Transfers out
- Death of a member
- Change of SSAS trustee or sponsoring employer
- Change of addresses
- Setting up/renewing an LEI
- Assisting with VAT returns, for SSASs that are VAT registered
- Updating HMRC online and The Pensions Regulator with changes to SSASs
- Dealing with the establishment of a life policy in a SSAS
- Instructing disinvestments from client investment portfolios
- Assisting clients with the payment of invoices
- Maintaining fund split records
- Assisting with the completion of application forms for new SSAS investments
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SSAS Invoicing
- Maintaining the invoice spreadsheet
- Requesting monthly invoices
- Checking SSAS bank balances and drawing up payment instructions
- Sending invoices out to clients
- Chasing unpaid invoices
Pension Scheme Returns
- Writing to clients to request data for pension scheme returns
- Liaising with accountants to prepare pension scheme accounts
- Analysing bank account transactions
- Collating data on our Scheme Accounts Template
- Submitting the pension scheme return online with HMRC before the deadline of 31st January
Member Crystallisations
- Dealing with client signed paperwork
- Valuing the SSAS
- Liaising with external payroll providers, to deal with income tax payments to HMRC and net income payments to client
- Liaising with Vintage Asset Management to disinvest and send funds back to the SSAS bank account, to cover income
- Dealing with payment instructions for tax-free cash and/or income
- Updating internal records
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The Pensions Regulator
- Completing SSAS returns
- Updating client data when there is a change in the SSAS
- Setting up Direct Debits to pay the annual levy
Bank Account Maintenance
- Making changes to signing arrangements
- General bank account maintenance
- Setting up additional (savings) accounts
- Dealing with instructions for withdrawals on notice account
- Drawing up payment instructions and obtaining client signature
Property Purchase/Transfer
- Collating Property purchase questionnaire
- Liaising with Solicitor on all aspects of the transaction
- Checking the VAT position on the transaction and registering the SSAS for VAT if applicable
What’s on Offer
- Competitive salary package.
- Hybrid working pattern (3 days office-based).
- Supportive and collaborative team environment.
- Ongoing training and professional development opportunities.
- The opportunity to play a key role in delivering outstanding client service within a growing team.
- 4% matched pension contributions.
- Income Protection Cover (terms apply).
- Death-in-Service Cover (terms apply).
- Health Shield Cash Plan.
- Employee Assistance Programmes.
- Cycle to Work Scheme.
- Employee Discounts.
- Company Activities.
- Breakfast/Fruit supplies.
- Discounted Health Tests.
- Optional Influenza vaccination.
- Employee referral programme.
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Skills
SSAS Administration
Client Liaison
Data Collation
Scheme Documentation
HMRC Registration
Bank Account Management
Pension Transfers
Property Transactions
VAT Returns
Invoicing
Record Maintenance
Client Service
Financial Services
Regulatory Compliance
Asset Management
Tax Management