Financial Services Professional

1 month ago


Salisbury, Wiltshire, United Kingdom Get Recruited Ltd Full time

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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