We’re looking for an experienced SSAS Client Relationship Manager to join our specialist pensions team in Belfast. You’ll manage a portfolio of SSAS schemes, act as the main point of contact for trustees and advisers, and work closely with directors and consultants to deliver excellent client service.
Requirements:
minimum 4 years’ pension administration experience, ideally with SSAS expertise
strong knowledge of pensions, regulatory frameworks, and complex casework
excellent communication, organisation, and attention to detail
strong IT skills, including Microsoft Office
Key Responsibilities:
manage day-to-day administration of SSAS schemes and serve as primary client contact
set up new schemes, handle HMRC registration, and oversee scheme takeovers
prepare meeting packs, valuations, trustee reports, and scheme documentation
administer member events including transfers, retirements, and death benefits
support investments such as commercial property, borrowing, and loanbacks
ensure regulatory compliance (HMRC, TPR) and maintain accurate audit-ready records
support clients and advisers with technical queries and contribute to process improvements
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 Belfast
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
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.
Top Skills
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
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