Financial advisory occupations Work, Jobs in Bristol, Eng (with Salaries)

Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
14d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Wealth Paraplanner
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
4d
Associate Director Financial Planning
Evelyn Partners —Bristol
- Full-time
- Hybrid work
- Communication skills
8d
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- School
- Employee discount
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
6d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
10d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
4d
Senior Paraplanner
Star House Financial Services —Chew Magna
- £38,000 - £50,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Life insurance
Quick apply
6d
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanner
RGH‑Global Limited —Trowbridge
- £40,000 - £50,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Customer service
- IT
- Health & wellbeing programme
4d

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financial advisory occupations jobs near bristol, eng

Senior SSAS Specialist

Hartley Pensions -
Bristol

Quick apply

Job details

Full-time
£33,207.02 - £42,068.84 a year
14 days ago

Benefits

Company pension

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Senior SSAS Specialist

Role: Senior SSAS Specialist – Interim

Rate: Competitive (subject to experience & interview competencies)

Type: Contractor (via umbrella payroll company – Inside IR35)

Location: Bristol, BS1

Hours: 35 hours a week (full-time), Monday to Friday

Hartley Pensions seek an experienced pension specialist with extensive experience in trustee administration and HMRC compliance to help the running of our SSAS department during an important transitional phase for the business.   

If you are a Senior SIPP Specialist, a Corporate Pension Administrator, or a Trust Tax/Governance professional who understands complex trustee structures and HMRC reporting, this role offers the perfect structured pathway to upgrade your career into the high-value SSAS market.

Who are Hartley Pensions?  

Hartley Pensions are a SIPP and SSAS pensions operator based in central Bristol. Since July 2022, the company has been in a trading administration. Under the administration of UHY Hacker Young, Hartley Pensions continues to operate an essential service to clients whilst preparing to transfer members to new UK-based operators and wind down the business.    

Role

Acting as the primary point of contact for member-trustees and contributing to the technical oversight of SSAS schemes, you will manage a case load of work whilst supporting the wider team in ensuring the delivery of high-quality outcomes and an exceptional service is always provided.  

As the Interim Senior SSAS Specialist, your duties include (but are not restricted to) the following:

Act as the primary point of contact for member-trustees, providing technical guidance on key areas such as scheme structural changes, member retirements, death benefits, SSAS loan backs and transfers out.
Maintaining an accurate log of post and ensuring this is updated daily.
Providing technical and administrative support to the members of the SSAS Administration Team. This will often at times involve supporting members of the wider business in our SIPP function.
Submission of SSAS & SIPP HMRC annual scheme returns and SIPP return of annual information, also prepare and submit any event reports to HMRC for the SSAS and SIPP schemes when required. It is your responsibility to ensure the timely submission of Pension Scheme Returns (PSRs), Event Reports, and Accounting for Tax (AFT) forms.
Additionally, you will see through the completion and submission of the SA970 Tax Claim to HMRC for any SSAS schemes that have paid tax on their scheme investments.
Your role also involves ensuring all schemes are registered with the Information Commissioner and dealing with annual renewals. Furthermore, you will see through the end-to-end completion and submission of the FCA RegData Returns for the SIPP Schemes, including Complaints, Product Sales Report etc.
Dealing with communications to and from clients, solicitors, accountants and intermediaries whether in writing, by email or over the phone.
Overseeing high-level scheme investments, specifically commercial property acquisitions, land purchases, and connected-party transactions.
Dealing with payments from the scheme accounts and ensuring that all payments comply with the company Client Money policy.
To carry out any other duties as may reasonably be required.

About You

Ideally a minimum 2-3 years’ experience in SSAS administration. If you do not have direct SSAS experience, your CV must demonstrate a proven experience working at board or trustee level, managing client expectations, and handling corporate governance. Additionally, you will have a strong track record of navigating complex tax reporting frameworks (ideally pension-specific PSRs, though high-end trust tax reporting will be considered).
Demonstrable comprehensive knowledge of SSAS schemes from the moment of new business to the transferring out of a scheme.
Self-organised with a competent numeracy and literacy level, and an ability to pay strong attention to detail.

What we offer

A highly competitive rate: We pay within the top 10% of employers in the industry
Meaningful impact: A rare opportunity to play a leading part in assisting a business through a crucial transitional period.
Hybrid working: We allow hybrid options (up to 2 days from home a week) after successful completion of training period.

Recruitment Process

Hartley Pensions follow a two-stage recruitment process.

A 30-minute screening call.
A 60-minute interview with some competency-based questions.

At Hartley pensions diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.

Website

To find out more about Hartley Pensions, please visit:

https://www.uhy-uk.com/hartley-pensions-limited-administration

*** Please note, we have been in a trading administration since July 2022. This means that we cannot provide sponsorship to applicants at this time.

Pay: £33,207.02-£42,068.84 per year

Work Location: In person

Quick apply

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