SSAS Client Manager

www.sammons.co.uk; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial services firm is seeking an experienced SSAS Client Manager to join their dynamic team. In this hybrid role based in Bristol or other locations, you will manage a portfolio of SSAS clients, ensuring compliance with regulatory requirements and providing excellent customer service. Ideal candidates will have hands-on experience with SSAS or SIPP and excellent interpersonal skills. Competitive compensation offered.

Qualifications

• Recent experience with SSAS or SIPP.
• Experience of interacting with clients directly.
• High levels of integrity and confidentiality.

Responsibilities

• Accountable for a portfolio of SSAS clients.
• Providing internal technical support to colleagues.
• Perform complex administration activities accurately.
• Resolve client-related queries and escalate when necessary.

Skills

Recent experience with SSAS or SIPP

Client relationship management

Attention to detail

Job description

Multiple locations | Competitive | Posted yesterday

• Job Title: SSAS Client Manager
• Contract Type: Permanent
• Locations: Bristol, Bristol
  Buckinghamshire, South East
  Merseyside, North West
  Scotland
  West Yorkshire, Yorkshire
• Job Base: Hybrid
• Reference: V-106459
• Contact Phone: [phone]
• Job Published: 28/07/2025 12:57

Job Description

SSAS Client Manager

Multiple locations | Competitive | Posted yesterday

We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join a fast-paced and established SSAS team as a Client Manager.

This role can be based in either Buckinghamshire, Bristol, Scotland, West Yorkshire or Merseyside based offices working on a hybrid basis.

About the role

• Accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner
• Providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers
• Perform complex administration activities such as earmarked fund splits and bespoke investment application paperwork with high levels of accuracy, and check administration work performed by others
• Resolve most client-related queries raised in relation to client work, escalating matters to more experienced colleagues when necessary, and to represent the firm at client meetings

We have an exciting opportunity for an individual who has experience of SSASs and/or SIPPs to join a fast-paced and established SSAS team as a Client Manager.

This role can be based in either Buckinghamshire, Bristol, Scotland, West Yorkshire or Merseyside based offices working on a hybrid basis.

About the role

• Accountable for a portfolio of SSAS clients, ensuring that the various regulatory requirements of administering a SSAS are complied with whilst ensuring that your clients’ needs are met in a professional manner
• Providing internal technical support to colleagues or being responsible for nurturing business relationships with introducers
• Perform complex administration activities such as earmarked fund splits and bespoke investment application paperwork with high levels of accuracy, and check administration work performed by others
• Resolve most client-related queries raised in relation to client work, escalating matters to more experienced colleagues when necessary, and to represent the firm at client meetings

About you

• Recent experience with SSAS or SIPP
• Experience of interacting with clients directly, whether in administrative or client-facing role
• High levels of integrity and confidentiality as you will be dealing with sensitive information

Please quote reference 106459

If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! Click here for further details on our recommendation scheme. This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.