Financial Client Relationship Manager

2 weeks ago


Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

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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