Senior SSAS Pension Client Manager

Clearcut Accounting; Manchester; On-site; GBP 60,000 - 80,000; Part time

Job summary

A respected accountancy practice is seeking a Senior SSAS Client Manager in Manchester. The role involves managing a portfolio of small self-administered pension schemes (SSAS), ensuring compliance with regulations, and handling various administrative tasks. Candidates must possess at least two years of recent experience in SSAS administration and demonstrate strong client-facing skills. Proficiency in Microsoft Office and a commitment to confidentiality are essential in this position.

Qualifications

• At least 2 years recent SSAS experience with broad knowledge of SSAS administration.
• Experience interacting with clients in an administrative or client-facing role.

Responsibilities

• Manage a portfolio of SSAS clients ensuring compliance with regulatory requirements.
• Handle SSAS administration tasks including record-keeping and transaction reconciliation.
• Provide internal technical support and nurture business relationships with introducers.

Skills

Client-facing experience

Proficient in Microsoft Excel

Strong IT skills

Integrity and confidentiality

Job description

A respected accountancy practice is seeking a Senior SSAS Client Manager in Manchester. The role involves managing a portfolio of small self-administered pension schemes (SSAS), ensuring compliance with regulations, and handling various administrative tasks. Candidates must possess at least two years of recent experience in SSAS administration and demonstrate strong client-facing skills. Proficiency in Microsoft Office and a commitment to confidentiality are essential in this position.