Back to search
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 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 more!
If 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 missed!
THE OPPORTUNITY:
- 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.
