SSAS Pension Client Manager

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.

INDHS

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

Ad ID: 5417504211