Pension Client Manager - SSAS

Clearcut Accounting; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A growing accountancy practice in Manchester is seeking a Senior SSAS Client Manager to manage small self-administered pension schemes. The ideal candidate will have at least 2 years of experience in SSAS administration, strong IT skills including proficiency in Microsoft Excel, and a proven track record in client interaction. This role offers flexibility with part-time or full-time hours and a competitive salary in the range of £40k to £60k, depending on experience.

Qualifications

• At least 2 years' experience in SSAS (small self-administered pension schemes) administration.
• Experience interacting with clients, in administrative or client-facing roles.
• Strong IT skills, including proficiency in Microsoft Excel, Word, and Outlook.

Responsibilities

• Manage a portfolio of SSAS clients, ensuring compliance with regulations.
• Perform SSAS administration tasks including record-keeping and bank reconciliation.
• Provide technical support to colleagues and nurture business relationships.

Skills

SSAS administration

Client interaction

Microsoft Excel

Microsoft Word

IT skills

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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