SSAS Pension Client Manager

Clearcut Accounting; Manchester; On-site; GBP 60,000 - 80,000; Part time

Job summary

A respected accountancy practice is seeking a Senior SSAS Client Manager in Manchester. The role involves managing a portfolio of small self-administered pension schemes (SSAS), ensuring compliance with regulations, and handling various administrative tasks. Candidates must possess at least two years of recent experience in SSAS administration and demonstrate strong client-facing skills. Proficiency in Microsoft Office and a commitment to confidentiality are essential in this position.

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.

Responsibilities

• Manage a portfolio of SSAS clients ensuring compliance with regulatory requirements.
• Handle SSAS administration tasks including record-keeping and transaction reconciliation.
• Provide internal technical support and nurture business relationships with introducers.

Skills

Client-facing experience

Proficient in Microsoft Excel

Strong IT skills

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 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.