Financial Client Relationship Manager
2 weeks ago
Financial Client Relationship Manager Job Opportunity
Salary: £35,000 per annum, negotiable with experience.
About the Role:
- We are seeking an experienced Financial Client Relationship Manager to join our team in Salisbury. As a Financial Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients and providing exceptional service.
- Your key responsibilities will include:
- Managing client accounts from cradle to grave, handling a variety of calls and clients on a daily basis;
- Liaising with clients and third parties on a daily basis;
- 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.
- You will have ownership of your own clients and schemes, ensuring that you provide exceptional service and meet the needs of our clients.
Requirements:
- Experience 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.
Benefits:
- A competitive salary package (£35,000) with opportunities for career progression;
- A 4-day working week after a 3-month probation period;
- Hybrid working arrangements to suit your needs;
- Coaching and mentoring plans to support your development;
- 25 days holiday plus your birthday off and more
About Us:
We are Get Recruited (UK) Ltd, a leading recruitment agency specialising in Financial Services recruitment. We pride ourselves on delivering exceptional service to our clients and candidates alike.
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