Pension Account Specialist

1 month ago


Salisbury, Wiltshire, United Kingdom Get Recruited Ltd Full time

We are seeking a highly skilled Pension Account Specialist to join our team based in Salisbury. As a key member, you will be responsible for managing your own accounts, handling various calls and clients on a daily basis.

This exciting opportunity offers a unique blend of work-life balance with a 4-day working week after a 3-month probation period and a comprehensive benefits package, including hybrid working, coaching and mentoring plans, 25 days of holiday + your birthday off, and more.

Successful candidates will have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services as Client Managers, Portfolio Managers, Client Associates, or Account Managers. Key responsibilities include:

  • Managing client and scheme relationships from end-to-end
  • Liaising with clients and third parties on a daily basis
  • Ensuring timely responses to client queries while maintaining exceptional service standards

Key qualifications include:

  • Experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager
  • Current work in Pensions, SIPs, SSAS, Investments, Property, or any regulated area of Financial Services
  • Excellent communication and interpersonal skills

Salary: Up to £35K per annum. Get Recruited Ltd acts as an Employment Agency for this vacancy.



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