Pensions and Financial Services Professional

1 week ago


Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time
About the Role

The Client Associate will be responsible for managing their own accounts from cradle to grave, handling various calls and clients on a daily basis. This includes having ownership of clients and schemes, ensuring compliance with regulatory requirements, calculating and paying retirement and death benefits, and processing contributions, transfers, investments, and scheme asset valuations.

In this role, you will also establish new schemes, update trust deeds as required, complete necessary regulatory filings and returns, and prepare client meeting packs and attend Trustee meetings.



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