SSAS Pension Client Manager

SSAS Pension Client Manager

SSAS Pension Client Manager

Clearcut Accounting

Reed

Manchester, Lancashire

10 hours ago

No application

About

SSAS Pension Client ManagerLocation: Manchester, M14 7HRSalary-£40k to £60k doeHours: Part Time/ Full TimeJob: Small self-administered pension schemesImmediate startClear 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