Client Associate
3 weeks ago
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 that prioritises their people and has 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 a Client Manager, Portfolio Manager, Client Associate, or Account Manager, this opportunity is not to be missed
RESPONSIBILITIES:
- 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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