Pensions Administrator/Account Manager-SSAS

4 weeks ago


Bolton, United Kingdom NJR Recruitment Full time

Our Client are a leading Firm of Pension Specialists offering a family orientated working environment. Over the years they have built up an excellent reputation for providing specialist SSAS Pension Administration services. Our Client now offer an excellent opportunity for a Pensions Administrator to join their teams across Leicester & Manchester. Carrying out SSAS Administration tasks, the successful candidate will join their thriving teams.

Working alongside the Team Leader and forming part of the SSAS Administration team', this role will involve providing direct support to the Pension Consultants including key Directors.

The successful candidate will be responsible for managing and Administrating a portfolio of SSAS schemes.Daily duties will be varied consisting of:

  • Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
  • Register schemes with HMR&C, The Information Commissioner for Data Protection Act and The Pensions Regulator, as required.
  • Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns
  • Carry out the required activity to establish a new scheme or take over the scheme from another operator, including scheme documentation, application forms, collection of data required and creation of OMNI records
  • Prepare review packs for client meetings to include updated scheme valuation and notes of any issues to discuss
  • Attend Trustee meetings as required
  • Deal with any other queries or correspondence, as they arise.
  • Prepare trust deeds to reflect changes in Trustees, Principal/Participating Employers, and scheme rule amendments.
  • Register schemes with HMR&C, The Information Commissioner for Data Protection Act and The Pensions Regulator, as required
  • Complete and submit Pension Scheme Returns, Event Reports and Accounting for Tax Returns
  • Carry out the required activity to establish a new scheme or take over the scheme from another operator, including scheme documentation, application forms, collection of data required and creation of OMNI records
  • Prepare review packs for client meetings to include updated scheme valuation and notes of any issues to discuss.
  • Attend Trustee meetings as required.
  • Deal with any other queries or correspondence, as they arise.
  • The successful candidate will be intelligent and ambitious with the desire to learn and succeed within this buoyant market. Our client is looking for someone with a can-do attitude who has solid communication and articulations skills as well as the eagerness and drive to succeed.

For further information please contact one of our specialist consultants quoting REF: NJR13805


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