Regulatory Account Manager

12 hours ago


Salisbury, Wiltshire, United Kingdom Get-Recruited (UK) Ltd Full time

About the Job

We are looking for a highly skilled Regulatory Account Manager to join our team in Salisbury. As a Regulatory Account Manager, you will be responsible for managing your own client accounts and schemes from end-to-end. This includes liaising with clients and third parties on a daily basis, handling queries, ensuring compliance with regulatory requirements, and processing contributions and scheme asset valuations.

Key Responsibilities:

  • Managing client accounts and schemes from end-to-end
  • Liaising with clients and third parties on a daily basis
  • Ensuring compliance with regulatory requirements
  • Processing contributions and scheme asset valuations
  • Undertaking property and land transactions in line with procedures
  • Establishing new schemes and updating trust deeds as required
  • Completing all necessary regulatory filings and returns

Requirements:

  • Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
  • Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
  • Excellent client management, relationship management and stakeholder management skills

Benefits:

  • Up to £35,000 salary + hybrid working + 4 day week after probation
  • Opportunity to work in a fast-paced and variable role in a regulated environment


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