Regulatory Account Manager
12 hours ago
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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