Financial Services Specialist
1 month ago
We are seeking a skilled Financial Services Specialist to join our team in Salisbury. This exciting role involves managing client relationships and accounts, ensuring compliance with regulatory requirements.
Job Description- Manage client accounts from end-to-end, handling queries and providing exceptional service.
- Liaise with clients and third parties on a daily basis, maintaining effective relationships.
- Ensure compliance with regulatory requirements, processing contributions, transfers, and scheme asset valuations.
- Experience in Pensions, SIPs, SSAS, Investments, Property or regulated Financial Services as a Client Manager, Portfolio Manager, or Account Manager.
- Excellent client management, relationship management, and stakeholder management skills.
- Ability to work in a fast-paced and variable environment, comfortable with change and regulations.
- A competitive salary of up to £35,000.
- Hybrid working arrangements, offering flexibility and work-life balance.
- A 4-day working week after probation, without impacting your salary.
- Ongoing coaching and mentoring support for professional development.
- A range of benefits, including 25 days holiday plus your birthday off.
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Financial Services Specialist
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Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full timeJob Title: Financial Services SpecialistEstimated Salary: £35,000 per annumWe are seeking a skilled Financial Services Specialist to join our team at Get Recruited (UK) Ltd. As a key member of our business, you will be responsible for managing client accounts and schemes from inception to completion.The ideal candidate will have experience working in...
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Financial Services Specialist
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Resolution Specialist
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Financial Associate Specialist
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