Portfolio Account Specialist

4 weeks ago


Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time
Pension and Financial Services Expert
We are seeking an accomplished Account Manager to join our dynamic team at Get Recruited (UK) Ltd. In this role, you will oversee the entire lifecycle of a portfolio of accounts, from initial contact to ongoing maintenance and growth. Your primary focus will be on delivering exceptional service to our clients, ensuring their needs are met and exceeded.

**Key Tasks:**
  • Build and maintain strong relationships with clients, providing timely and effective communication.
  • Ensure all client interactions are compliant with relevant regulations and standards.
  • Process and manage complex financial transactions, including pension and investment services.
  • Monitor and adjust rental, loan, and scheme bank account arrangements as needed.
  • Prepare and submit accurate regulatory filings and returns.


**Requirements and Benefits:**
  • A minimum of 2 years of experience in a related field, such as pensions, investments, or property management.
  • Excellent client-facing and communication skills.
  • A competitive salary up to £35,000 per annum, plus a comprehensive benefits package.
  • Ongoing training and development opportunities to enhance your skills and expertise.


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