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 non-property 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 essential
• 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 fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 455,000 customers using our award-winning platform propositions to manage assets totalling more than £68.6 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 1200 employees and have been named one of the Sunday Times ‘100 Best Companies to Work For’ for five consecutive years.

There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package.

There is an active programme of social events throughout the year, which are open to all employees.

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

• Competitive starting salary
• Generous holiday allowance of 25 days, increasing up to 30 days with service, plus bank holidays
• Holiday buy/sell scheme
• Hybrid working policy
• Casual dress code
• Discretionary bi-annual bonus
• Contributory pension scheme
• Buy as you earn share scheme
• Free shares scheme
• Paid study support for qualifications
• Enhanced maternity/paternity scheme from day one
• Bike loan
• Season ticket loan portal
• Discounted PMI and Dental
• On-site gym and personal trainer led classes
• Paid volunteering opportunities
• Free social events and more

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.