Financial Services Specialist

1 month ago


Salisbury, Wiltshire, United Kingdom Get Recruited Full time
About the Opportunity

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.
Requirements
  • 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.
Benefits
  • 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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