SSAS Client Manager

Reed; Liverpool; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading pensions services provider in the UK is looking for an SSAS Client Manager to manage a portfolio of clients. Candidates should have recent experience with SSAS or SIPP schemes and have worked in a client-facing role. The position offers a competitive salary and excellent benefits including a generous pension and flexible working arrangements.

Benefits

Competitive discretionary bonus

8% pension contributions

Private medical cover

Life assurance

Income protection

Up to 30 days holiday with holiday trading

Flexible benefits including electric car leasing, dental cover, gym membership support

Qualifications

• Experience in an admin or client-facing role.
• Technical understanding of SSAS/SIPP regulations.

Responsibilities

• Manage a portfolio of SSAS clients ensuring regulatory compliance.
• Handle complex administration tasks and bespoke investment paperwork.
• Act as a key point of contact for clients and introducers.
• Provide technical support to colleagues ensuring work accuracy.
• Attend client meetings and represent the business professionally.

Skills

Recent experience working with SSAS or SIPP schemes

Experience dealing directly with SIPP or SSAS clients

Job description

SSAS Client Manager

Hybrid / Remote

£35,000 to £45,000 + excellent benefits

Join a leading pensions and retirement services provider with a strong reputation for technical expertise and client service.

This is a great opportunity for someone with SSAS or SIPP experience to take ownership of a client portfolio and work in a collaborative, professional environment.

You’ll be part of a specialist team that supports over 1,800 schemes, offering consultancy, administration, and trusteeship services.

With flexible working, generous benefits, and a focus on career development, this role offers long-term stability and progression.

What you’ll do

You’ll manage a portfolio of SSAS clients, ensuring regulatory compliance and delivering high-quality service. Your day-to-day will include:

• Handling complex administration tasks such as earmarked fund splits and bespoke investment paperwork
• Acting as a key point of contact for clients and introducers, resolving queries and building relationships
• Providing technical support to colleagues and checking work for accuracy and compliance
• Attending client meetings and representing the business professionally
• Ensuring all work meets regulatory standards and internal procedures

What you’ll need

• Recent experience working with SSAS or SIPP schemes
• And experience dealing directly with SIPP or SSAS clients, in either an admin or client-facing role

About the opportunity

This well-established firm provides specialist pensions services to thousands of schemes across the UK. Known for its technical capability and client-first approach, the business offers a supportive team culture and a commitment to professional development.

You’ll benefit from a competitive discretionary bonus, 8% pension contributions, private medical cover, life assurance, income protection, and up to 30 days holiday with holiday trading. There’s also a wide range of flexible benefits including electric car leasing, dental cover, gym membership support, and more.

Flexible working is also available.

Please click ‘Apply now’. Don’t worry if your CV isn’t up to date, just send what you have and we’ll take it from there.

Everyone will receive a response.