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Client Associate - Pensions / Financial Services

Get-Recruited (UK) Ltd
Posted 2 days ago, valid for 16 days
Location

Bristol, City of Bristol BS1 6WS, England

Salary

£30000 - £35000/annum 4 Day Week + Hybrid

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Contract type

Full Time

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Sonic Summary

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  • The role of Client Associate in Pensions/Financial Services is available in Bristol, offering a salary of up to £35,000.
  • Candidates should have experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager in regulated financial services areas such as Pensions, SIPs, or Investments.
  • This position involves managing client accounts from start to finish, handling queries, ensuring compliance, and processing various financial transactions.
  • The company promotes a supportive work environment with benefits including hybrid working, a four-day work week after probation, and 25 days of holiday plus your birthday off.
  • Ideal candidates will possess excellent client and stakeholder management skills and thrive 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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