Pension Client Manager - SSAS

Clearcut Accounting; Lancashire; On-site; GBP 40,000 - 60,000; Part time

Job summary

An accounting practice in Manchester is looking for a Senior SSAS Client Manager to manage small self-administered pension schemes. Candidates should have at least 2 years of experience in SSAS administration and client interaction. Proficiency in Microsoft Excel, Word, and Outlook is essential. The role offers flexibility with part-time or full-time hours. Join a collaborative team committed to high professional standards and modern working methods.

Qualifications

• At least 2 years' recent SSAS experience with broad knowledge.
• Experience in administrative or client-facing roles.
• Strong IT skills are essential.

Responsibilities

• Manage a portfolio of SSAS clients ensuring compliance.
• Handle SSAS administration tasks including record-keeping.
• Provide technical support and nurture business relationships.

Skills

SSAS experience

Client interaction

Proficiency in Microsoft Excel

High levels of integrity

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

SSAS Pension Client Manager

Location: Manchester, M14 7HR

Salary-£40k to £60k doe

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 (small self-administered pension schemes) 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 (small self-administered pension schemes 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.

INDHS

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