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Client Associate - Pensions / Financial Services

Get Recruited (UK) Ltd
Posted 12 days ago, valid for a month
Location

Salisbury, Wiltshire SP2 7RS, England

Salary

£35,000 per annum

Contract type

Full Time

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

Sonic Summary

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  • The Client Associate position in Salisbury offers a salary of up to £35K and includes hybrid working options along with a four-day work week after a three-month probation period.
  • The role involves managing client accounts from start to finish, handling various client inquiries, and ensuring compliance with regulatory requirements.
  • Candidates should have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services, ideally in roles such as Client Manager or Account Manager.
  • The company emphasizes a supportive work environment with benefits such as 25 days of holiday plus your birthday off, coaching, and mentoring plans.
  • This opportunity is ideal for individuals with strong client management and relationship-building skills, looking to thrive in a fast-paced regulatory setting.

CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES

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


THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Salisbury 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 TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.