Pensions and Investments Professional

3 weeks ago


Bolton, Bolton, United Kingdom Get Recruited Ltd Full time

An exceptional opportunity has arisen for a Pensions and Investments Professional to join a fast-growing business. As the chosen candidate, you will be responsible for managing your own accounts, handling calls and clients, and ensuring compliance with regulatory requirements.

The company offers a competitive benefits package, including a 4-day working week after a 3-month probation period, hybrid working, coaching and mentoring plans, 25 days holiday + birthday off, and more. Ideal candidates will have experience in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services.

Main responsibilities include:

  • Client ownership and management
  • End-to-end account management
  • Daily liaison with clients and third parties
  • Ensuring timely responses to client queries
  • Compliance with regulatory requirements
  • Benefits calculations and payments
  • Scheme management and administration
  • Property and land transactions
  • Banking and financial services
  • Trust deed updates and scheme establishment
  • Regulatory filing and return preparation

Candidates should possess excellent communication, organizational, and problem-solving skills, as well as experience working in a fast-paced and variable role in a regulated environment. Estimated salary: up to £35K + hybrid working + 4-day week after probation.



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