Pension Portfolio Manager

4 weeks ago


Temple Meads Bristol, United Kingdom Get Recruited (UK) Ltd Full time
Job Title

Pension Portfolio Manager - Pensions / Financial Services

Bristol, UK

Salary: Up to £35,000 + Hybrid Working + 4-Day Week after Probation

The Opportunity:

We are seeking an experienced Pension Portfolio Manager to join our fast-growing team in Bristol. As a Pension Portfolio Manager, you will be responsible for managing your own portfolio of pension accounts, handling a variety of tasks and activities to deliver exceptional customer service and drive business growth.

Your Key Responsibilities:

  • Manage a portfolio of pension accounts from initial contact through to long-term relationships.
  • Develop and implement effective account plans to achieve sales targets and increase customer satisfaction.
  • Build strong relationships with customers, understanding their needs and providing tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of services and products.
  • Monitor and analyze customer feedback to identify areas for improvement.

Requirements:

  • Proven experience as a Pension Portfolio Manager or similar role.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Excellent time management and organizational skills.
  • Knowledge of pensions and financial services industry.

What We Offer:

  • Competitive salary of up to £35,000.
  • Hybrid working arrangement, allowing for flexible working hours.
  • Four-day week after probation period.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.

This is an excellent opportunity for a motivated and results-driven individual looking to take their career to the next level.



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