SSAS Accounts Executive

Ortus PSR Ltd.; Blaby; Hybrid; GBP 28,000 - 38,000; Full time

Job summary

Join a leading Chartered Wealth Management firm as an SSAS Client Account Manager. With a focus on managing SSAS schemes, this role offers a collaborative culture and opportunities for career progression, including potential equity participation. The firm values expertise and supports professional development, making it an excellent opportunity for a pensions professional.

Benefits

Discretionary annual bonus

5% employer pension contribution

24 days annual leave plus increases for service

Life assurance (4x salary)

Health Cash Plan

Free on-site parking

Full study support for CII

Career pathways in technical administration or financial planning

Qualifications

• Experience in pensions or client servicing role in IFA or Investment firm.
• Strong understanding of pension legislation.
• Candidates with CII qualifications are strongly encouraged.

Responsibilities

• Manage a portfolio of SSAS schemes and act as point of contact.
• Process contributions, loan backs, and property transactions.
• Prepare annual reviews and bespoke reports for clients.

Skills

Client servicing

Communication skills

Attention to detail

Education

CII qualifications

Job description

Account Manage and Administer a portfolio of SSAS clients– Join a Chartered Wealth Management Firm

An award-winning Chartered financial planning firm is seeking a skilled SSAS Client Account Manager to join its specialist pensions team. With over four decades of success and an HNW client base, this firm is committed to delivering excellence in service and advice while supporting employee growth and wellbeing.

Recognised multiple times as one of the Best Financial Advisers to Work For, the company offers a collaborative culture where progression is actively encouraged — including the potential for equity participation as part of its long-term succession planning.

Salary: £28,000 – £38,000 DOE + Bonus + Full Benefits Package

The Role

• The SSAS Client Account Manager will manage a portfolio of SSAS schemes, acting as a trusted point of contact for clients while supporting the wider pensions team. Responsibilities include:
• Establishing new SSAS arrangements and managing takeovers from other providers
• Processing contributions, loan backs, property transactions, and benefit payments
• Producing calculations for borrowing, tax-free cash, drawdown, and death benefits
• Coordinating with legal, financial, and compliance teams to ensure accurate documentation
• Preparing annual reviews, valuations, and bespoke reporting packs for client meetings
• Ensuring all client records and activities are kept up to date using sector-specific systems

Why Consider This Opportunity?

• Established, Chartered firm with strong organic growth and an HNW client base
• Hybrid working model available post-training
• Professional development support, including financial qualifications
• Opportunity to join a business that actively promotes from within

Competitive salary with excellent benefits, including:

• Discretionary annual bonus
• 5% employer pension contribution (rising with service)
• 24 days’ annual leave plus increases for continuous service
• Life assurance (4x salary)
• Health Cash Plan
• Free on-site parking
• Full study support for CII
• Career pathways in technical administration or financial planning

The ideal candidate will have:

• Pensions experience or worked in a client servicing role in an IFA or Investment firm
• Strong technical understanding of pension legislation
• Confident communication skills across email, phone, and face-to-face settings
• High attention to detail, with the ability to manage workloads independently and as part of a team
• Candidates working toward or holding CII qualifications are strongly encouraged.

This is a standout opportunity for a pensions professional ready to take the next step in a highly regarded firm where expertise is valued and development is nurtured.

Apply now to take ownership of your career in in financial planning administration.