SSAS & SIPP Administrator Financial Planning Manchester



SSAS & SIPP Administrator – Financial Planning          J-729


£22,000 to £25,000

Reporting to Pensions Department Manager

Award winning, highly specialised firm of pension consultants with many years experience. Professional Trustees to individuals Small Self-Administered Scheme ( SSAS ) or Self-Invested Personal Pension Plan ( SIPP ).

Main Purpose of the role is to carry out the day to day administration of SIPP & SSAS pension schemes and to be a point of contact for clients/intermediaries

  • You will be a customer orientated individual, and be responsible for looking after a portfolio of SIPP & SSAS pension schemes, producing annual reports & illustrations for SIPPs
  • Submitting the online Registered Pension Scheme Returns for SSASs
  • Maintaining the database
  • Producing benefit calculations for BCEs for SIPP & SSAS clients
  • Paying benefits
  • Submitting the online Pensions Regulator returns & dealing with levy payments
  • Arranging investments’ purchase/sale
  • Dealing with clients and advisers both face to face and over the telephone as well as by fax and email
  • Updating the Transaction Reporting System on the FCA website for the SIPP
  • Completing SIPP & SSAS surveys as and when required
  • Carrying out simple due diligence checks on potential new investments
  • Establishing new SIPPs, inc transfers, and performing anti-money laundering checks Dealing with all aspects of property purchases
  • Providing assistance to the management team with regards to updating procedures checklists
  • Providing assistance to the management team on updating scheme documents and fee agreements
  • Cross checking colleagues’ work Monthly PAYE run and tax reclaims on contributions
  • VAT returns


To apply for this position please call the office on 0161 973 0133 or email

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