SSAS Pension Client Manager

Equals One; Manchester; On-site; GBP 60,000 - 80,000; Part time

Job summary

A respected accountancy practice in Manchester is looking for a Senior SSAS Client Manager. The role involves managing a portfolio of SSAS clients and ensuring compliance with regulatory requirements while handling SSAS administration tasks and providing support to colleagues. Candidates should have at least 2 years of SSAS experience, client-facing experience, and proficiency in Microsoft applications. This role offers a chance to work in a collaborative environment that values high professional standards.

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.
• High levels of integrity and confidentiality when dealing with sensitive information.

Responsibilities

• Manage a portfolio of SSAS clients, ensuring compliance with regulatory requirements.
• Handle SSAS administration tasks such as record-keeping and AFT returns.
• Provide internal technical support to colleagues and nurture business relationships with introducers.

Skills

SSAS administration

Client-facing experience

Microsoft Excel

Microsoft Word

Microsoft Outlook

Strong IT skills

Job description

SSAS Pension Client Manager

Location: Manchester, M14 7HR

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 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 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.