Pension Client Manager - SSAS

Equals One Ltd; Greater Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected accountancy firm is seeking a Senior SSAS Client Manager in Manchester. The role involves managing a portfolio of small self-administered pension schemes, ensuring compliance and handling administration tasks. Ideal candidates will have at least 2 years of SSAS experience, client-facing skills, and be proficient in Microsoft Office applications. This position offers flexible working hours and an immediate start.

Qualifications

• At least 2 years’ recent SSAS experience.
• Experience with client interaction in administrative roles.
• Ability to handle sensitive information with integrity.

Responsibilities

• Manage a portfolio of SSAS clients and ensure compliance.
• Handle administration tasks such as record-keeping and reconciliations.
• Provide technical support to colleagues and maintain business relationships.

Skills

SSAS administration knowledge

Client-facing experience

Proficient in Microsoft Excel

Strong IT skills

Tools

Microsoft Word

Microsoft Outlook

Job description

SSAS Pension Client Manager

Location: Manchester, M14 7HR

Salary: £40k to £60k

Hours: Part Time / Full Time

Job: Small self‑administered pension schemes

Immediate start

Clear Cut Accounting is a growing and respected accountancy practice based in Manchester. The firm supports a wide portfolio of commercial clients and is known for its collaborative environment, high professional standards and commitment to modern working methods.

About the Role

We have an exciting opportunity for an individual with experience in SSASs to join Clearcut Accounting as a Senior SSAS Client Manager. If you have a working knowledge of SSAS administration tasks such as record‑keeping, AFT returns, events reporting, bank reconciliation, handling investment requests, property transactions, and member benefits, we would be very interested in hearing from you. Client‑facing experience is required.

Key Responsibilities

• Manage a portfolio of SSAS clients, ensuring compliance with regulatory requirements while meeting client needs.
• Handle SSAS administration tasks such as record‑keeping, AFT returns, event reporting, bank transaction reconciliation, and investment/property transactions.
• Provide internal technical support to colleagues and nurture business relationships with introducers, depending on experience.

What We're Looking For

• At least 2 years’ recent SSAS experience, with broad knowledge of SSAS administration.
• Experience interacting with clients, whether in an administrative or client‑facing role.
• Proficient in Microsoft Excel, Word, and Outlook; strong IT skills are essential.
• High levels of integrity and confidentiality when dealing with sensitive information.