Senior Pensions Account Manager
3 weeks ago
Salary: £35,000 + benefits
We are partnering with a fast-growing business in Salisbury to find an experienced Account Manager for their team. The ideal candidate will have strong client management skills and knowledge of pensions, investments, and financial services.
About the Role
As an Account Manager, you will be responsible for managing your own accounts from start to finish. This includes handling calls and clients on a daily basis, ensuring compliance with regulatory requirements, and providing exceptional customer service.
Key Responsibilities:
- Manage client relationships and schemes from end-to-end
- Liaise with clients and third parties on a daily basis
- Handle client queries in a timely manner
- Ensure compliance with regulatory requirements
- Calculate and pay retirement and death benefits
- Process contributions, transfers, investments, and scheme asset valuations
Requirements
- Experience working as a Client Manager, Portfolio Manager, or Account Manager in pensions, SIPs, SSAS, investments, property, or other regulated areas of financial services
- Excellent client management, relationship management, and stakeholder management skills
- Ability to work in a fast-paced and variable environment
Benefits
- Competitive salary: £35,000 + benefits
- Hybrid working arrangements
- 4-day working week after probation
- Coaching and mentoring plans
- 25 days holiday + birthday off
This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our partner company.
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