SSAS Client Relationship Manager

SSAS Client Relationship Manager
Location: Belfast (hybrid working)
Salary: competitive + benefits

We’re seeking an experienced and detail-driven SSAS client relationship manager (CRM) to join our specialist pensions administration team.

You’ll work alongside the SSAS team, directors and consultancy staff, supporting Northern Ireland’s largest SSAS advisory service, and playing a key role in maintaining our high standards of client care and technical excellence.

What you’ll do:

• manage the day-to-day administration of a portfolio of SSAS schemes, serving as the primary point of contact

• set up new schemes including HMRC registration and oversee scheme takeovers

• prepare meeting packs, annual valuations, statements, trustee reports and other documentation

• administer member events including new members, transfers, retirements and death benefits

• meet all regulatory reporting obligations (HMRC, TPR etc.)

• support clients and advisers with SSAS technical queries

• process and monitor investments such as commercial property, borrowing and loanback arrangements

• prepare and verify complex calculations – valuations, benefit summaries, Lump Sum Allowance (LSA) related work etc.

• contribute to continuous improvement projects and support technical process development

• follow established best practice for maintaining accurate and audit-ready scheme records, trustee documentation and compliance files, including:

- supporting the identification and reporting of risks, control gaps or potential compliance issues

- contributing to maintaining a strong risk culture within the SSAS team, ensuring governance and oversight standards remain high

- staying up to date with regulatory changes affecting SSAS schemes and incorporating these into daily work

You’ll be expected to work proactively, handling client queries promptly and professionally while building strong relationships with advisers, trustees and internal stakeholders. While supporting knowledge sharing and consistency of approach within the SSAS team, you’ll work closely with directors, consultants, paraplanners and wider support teams.

What we’re looking for:

• minimum four years’ pension administration experience, ideally with strong SSAS technical knowledge

• strong understanding of pension scheme administration and regulatory frameworks

• experience managing complex casework or client portfolios

• excellent written and verbal communication skills

• high attention to detail and accuracy

• ability to prioritise workload effectively in a busy environment

• strong IT proficiency, including Microsoft Office

About Mattioli Woods
With decades of experience, Mattioli Woods helps clients achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture, ensuring our people and clients thrive.

What’s in it for you:

💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection

🎉 25 days’ holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time in Leicester
🌱 training and development opportunities
🤝 a supportive, collaborative team environment

Ready to take the next step?
If you're an experienced financial services professional looking for a role where your expertise is valued and your career can flourish, we'd love to hear from you.