ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
Location: BRISTOL
Salary: 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 an Account Manager to join the team. As the Account Manager, 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 prioritizes 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!
KEY 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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