[ref. k74604301] Client Associate - Pensions / Financial Services
BRISTOL
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is paCLIENT ASSOCIATE – PENSIONS / FINANCIAL SERVICES
BRISTOLUP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team. As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much moreIf you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missedTHE OPPORTUNITY:
Having ownership of your own clients and schemesManaging those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account ManagerCurrently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.