Financial Services Professional
1 month ago
The ideal candidate for this Financial Services Professional role will have a proven track record of success in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services. As a key member of our team based in Salisbury, you will oversee your own accounts, handling diverse calls and clients daily.
This is a fantastic opportunity to join a dynamic company that prioritizes work-life balance, offering 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.
Responsibilities will include:
- Owning and managing client and scheme relationships
- Calculating and paying retirement and death benefits
- Processing contributions, transfers, investments, and scheme asset valuations
Requirements 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 analytical and problem-solving skills
Salary: Up to £35K per annum. Get Recruited Ltd acts as an Employment Agency for this vacancy.
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