Full job descriptionSSAS 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, including:
*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, including:
*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, including:
*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
SSAS Invoicing, including:
*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, including:
*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 deadline of 31st January
Member Crystallisations including:
*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
The Pensions Regulator, including:
*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, including:
*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, including:
*Collating Property purchase questionnaire
*Liaising with Solicitor on all aspect of the transaction
*Checking the VAT position on the transaction and registering the SSAS for VAT if applicable
This role offers a rewarding environment for motivated individuals eager to develop their expertise within the financial services industry while delivering outstanding client support.