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Client Associate - Pensions / Financial Services

Get-Recruited (UK) Ltd
Posted 11 days ago, valid for 7 days
Location

London, Greater London SW1A2DX, 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 job opportunity is for a Client Associate in the Pensions and Financial Services sector based in London, offering a salary of up to £35,000.
  • The role involves managing client accounts from start to finish and handling daily communications with clients and third parties.
  • Candidates should have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated financial services roles such as Client Manager or Account Manager.
  • The company promotes a supportive work environment with benefits including a 4-day work week after a 3-month probation, hybrid working, and 25 days of holiday plus your birthday off.
  • Applicants are expected to possess excellent client management and relationship skills, and the role is suited for those comfortable in a fast-paced, regulated environment.

CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES

LONDON


UP TO 35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION


THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in London 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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