SSAS Pension Client Manager

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.

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