CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
BRISTOL
UP 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 that prioritises their people, and has 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 more!
If you have experience in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services as a Client Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!
RESPONSIBILITIES:
* Having ownership of your own clients and schemes
* Managing 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 Manager
* Currently 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.
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