SSAS Pension Client Manager

Equals One Ltd; Manchester; On-site; GBP 40,000 - 55,000; Part time

Job summary

A leading accountancy practice in Manchester is seeking a Senior SSAS Client Manager to manage a portfolio of small self-administered pension schemes (SSAS). The successful candidate will have at least 2 years of experience in SSAS administration and client-facing roles, ensuring compliance with regulations while delivering excellent client service. Proficiency in Microsoft Excel and strong integrity are essential for this position, which offers part-time or full-time hours.

Qualifications

• At least 2 years’ experience in SSAS administration.
• Experience in client-facing roles.
• Strong IT and Microsoft Office skills required.

Responsibilities

• Manage a portfolio of SSAS clients and ensure compliance.
• Handle SSAS administration tasks including record-keeping and transactions.
• Provide technical support and develop relationships with introducers.

Skills

SSAS administration knowledge

Client relationship management

Microsoft Excel proficiency

Integrity and confidentiality

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 (small self-administered pension schemes) 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 (small self-administered pension schemes 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.