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Bristol, City of Bristol
Pension scheme manager
Account Manager - Pensions / Financial Services

Account Manager - Pensions / Financial Services

Get Recruited (UK) Ltd

Posted 13 hours ago, valid for a month

Bristol, City of Bristol BS1 6QF, England

£35,000 per annum

Full Time

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Sonic Summary

The position is for an Account Manager in the Pensions and Financial Services sector based in Bristol, offering a salary of up to £35,000.
The role involves managing accounts from start to finish, handling client queries, and ensuring compliance with regulatory requirements.
Candidates should have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated financial services roles.
The company promotes a positive work culture with benefits including a 4-day work week after probation, hybrid working, and 25 days of holiday plus a birthday off.
The ideal candidate will possess strong client management and relationship skills, and be comfortable in a fast-paced, regulated environment.

ACCOUNT MANAGER - 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 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 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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