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Client Associate - Pensions / Financial Services

Get Recruited (UK) Ltd
Posted a day ago, valid for 17 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Get Recruited is seeking a Client Associate for a fast-growing financial services company based in Bristol, offering a salary of up to £35K.
  • The role involves managing client accounts from start to finish, handling various client interactions and queries daily.
  • After a three-month probation period, employees can enjoy a four-day work week without a reduction in salary, along with hybrid working options.
  • Candidates should have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated financial areas, and prior roles such as Client Manager or Account Manager are preferred.
  • The position emphasizes excellent client management and stakeholder skills in a fast-paced, regulated environment.

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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.