SSAS Administrator

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 so it is a key role in offering our clients excellent customer service and as such is integral in the success of A J Bell. 

Key responsibilities include:

• 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.
• Establishing new business and takeover cases including AML checks eligibility and establishing new bank accounts.
• 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.
• Responsible for nonproperty investments including purchases switches and disposals.
• 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.
• Maintaining a diary system in line with service level agreements and keeping spreadsheet and database records up to date.
• Ensuring that all compliance policies are adhered to including AML Clear Desk ID&V and Conduct Risk.

We are looking for candidates with:

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

About Us:

AJ Bell is one of the fastestgrowing investment platform businesses in the UK offering an awardwinning range of solutions that caters for everyone from professional financial advisers to DIY investors with little to no experience. We have over 542000 customers using our awardwinning platform propositions to manage assets totalling more than 86.5 billion. Our customers trust us with their investments and by continuously striving to make investing easier we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018 AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol we now have over 1450 employees and have been named one of the UKs Best 100 Companies to Work For for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork we have a great sense of pride in what we do and this is reflected in our guiding principles.

In return for your hard work you will be entitled to:

• Salary up to 30000 (Dependent on experience) 
• Generous holiday allowance of 25 days increasing up to 31 days with service plus bank holidays
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan provided by SimplyHealth
• Discounted private healthcare scheme and dental plan
• Free gym membership with an onsite gym providing a wide range of free classes
• Employee Assistance Programme
• Bike loan scheme
• Sick pay pledge
• Enhanced maternity paternity and shared parental leave
• Discounted nursery fees at Kids Planet on Exchange Quay
• Loans for travel season tickets
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events including monthly payday drinks annual Christmas party summer party and much more
• Parking at Exchange Quay
• Personal development programmes built around you and your career goals including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• Peer recognition scheme with rewards including restaurant and shopping vouchers or time off
• Monthly leadership breakfasts and lunches
• Casual dress code
• 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. Thats why we offer a hybrid working model where youll spend 34 days per week in the office. For new team members the first 3 months will be spent fulltime 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 wed love to speak to you.

Remote Work :

No

Employment Type :

Fulltime