SSAS Administrator

jobs24.co.uk; Nottingham; Hybrid; GBP 30,000; Full time

Job summary

An established industry player is seeking a dedicated administrator to join their Platinum SSAS Team. This role is pivotal in delivering exceptional administration services for a bespoke SSAS product, ensuring clients receive outstanding customer service. As the first point of contact for clients and intermediaries, you will manage a diverse portfolio, handle cash flow transactions, and oversee property investments. The company promotes a collaborative culture, offering a hybrid working model that balances time in the office with flexibility. If you thrive in a dynamic environment and are passionate about providing excellent service, this opportunity is perfect for you.

Benefits

25 days starting holiday entitlement

Matched pension contributions up to 6%

Discretionary bonus scheme

Health Cash Plan

Discounted private healthcare

Free on-site gym

Employee Assistance Programme

Personal development programmes

Ongoing technical training

Casual dress code

Qualifications

• Experience in customer service administration within financial services is essential.
• Strong communication skills and attention to detail are key.

Responsibilities

• Administer cash flow transactions and manage a defined portfolio of SSASs.
• Ensure compliance with policies and maintain accurate records.

Skills

Customer service administration

Communication skills

Attention to detail

IT skills (Word, Excel, Outlook)

Education

Experience in financial services

SSAS, SIPP, or Pensions experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

We are now recruiting an administrator to join our Platinum SSAS Team. The purpose of this role is to offer excellence in administration services for AJ Bell Platinum SSAS, our fully bespoke SSAS product. The administrator will be responsible for a defined portfolio of SSASs, and will be the first port of call for all queries from clients and their intermediaries, making it a key role in offering our clients excellent customer service and integral to the success of AJ Bell.

Responsibilities:

1. Administering all cash flow transactions in and out of each individual scheme including transfers in, transfers out, pension sharing orders, contributions, benefit calculations, loans and borrowings.
2. Establishing new business and takeover cases including AML checks, eligibility, and establishing new bank accounts.
3. Responsible for properties within schemes including purchasing, selling, and the ongoing maintenance and management of properties. This will include corresponding with solicitors, surveyors, lenders, property managers, and HMRC.
4. Responsible for non-property investments including purchases, switches, and disposals.
5. General administration duties to include carrying out annual reviews, processing and submitting RPSRs, answering client queries on all areas of the scheme, maintaining a diary and post system, and ensuring work is produced within service level agreements.
6. Maintaining a diary system in line with service level agreements and keeping spreadsheet and database records up to date.
7. Ensuring that all compliance policies are adhered to including AML, Clear Desk, ID&V, and Conduct Risk.

Qualifications:

1. Customer service administration experience gained within financial services.
2. SSAS, SIPP, or Pensions experience including property is desirable.
3. Excellent communication skills both written and verbal.
4. Strong attention to detail and ability to work to tight deadlines.
5. Excellent IT skills including Word, Excel, and Outlook.
6. Positive and confident attitude.
7. Awareness of HMRC rules relating to pension schemes is desirable.
8. Awareness of commercial property and loanback transactions is an advantage.

Benefits:

1. Salary up to £30,000 (Dependent on experience).
2. Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme.
3. A choice of pension schemes with matched contributions up to 6%.
4. Discretionary bonus scheme.
5. Annual free share awards scheme.
6. Buy As You Earn (BAYE) Scheme.
7. Health Cash Plan - provided by SimplyHealth.
8. Discounted private healthcare scheme and dental plan.
9. Free on-site gym providing a wide range of free classes.
10. Employee Assistance Programme.
11. Bike loan scheme.
12. Sick pay+ pledge.
13. Enhanced maternity, paternity, and shared parental leave.
14. Discounted nursery fees at Kids Planet on Exchange Quay.
15. Loans for travel season tickets.
16. Death in service scheme.
17. Paid time off for volunteer work.
18. Charitable giving opportunities through salary sacrifice.
19. Calendar of social events, including monthly payday drinks, annual Christmas party, summer party, and much more.
20. Parking at Exchange Quay (Subject to availability).
21. Personal development programmes built around you and your career goals, including access to personal skills workshops.
22. Ongoing technical training.
23. Professional qualification support.
24. Talent development programmes.
25. Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.
26. Monthly leadership breakfasts and lunches.
27. Casual dress code.
28. Access to a range of benefits from our sponsorship deals.

Hybrid working: At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.

AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status, and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit, and business need.

If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.