Associate - Financial Services Regulatory
20 hours ago
CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES SALISBURY
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
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
Managing those accounts and schemes from end-to-end
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Managing rent, loans, and scheme bank accounts
Completing all necessary regulatory filings and returns
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
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Client Associate
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