Client Associate

4 weeks ago


London, United Kingdom Get Recruited Ltd Full time

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
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