Pension Client Manager - SSAS

Equals One Ltd; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A respected accountancy practice in Manchester is seeking a Senior SSAS Client Manager with at least 2 years of relevant experience in managing SSAS clients. The role involves handling complex SSAS tasks and ensuring compliance while providing excellent client service. Candidates should have strong IT skills, especially in Microsoft Office, and must possess high levels of integrity when dealing with sensitive information. This position can offer a mix of part-time or full-time hours.

Qualifications

• At least 2 years’ recent experience with SSAS administration.
• Experience in a client-facing role is essential.
• Strong IT skills, especially with Microsoft tools.

Responsibilities

• Manage a portfolio of SSAS clients ensuring compliance.
• Handle record-keeping, AFT returns, event reporting.
• Provide internal support and nurture business relationships.

Skills

SSAS administration

Client interaction

Microsoft Excel

Microsoft Word

Microsoft Outlook

Integrity

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, event 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 (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.