Senior Financial Services Specialist
20 hours ago
Get Recruited UK Ltd
We are seeking a highly skilled and experienced Financial Services Specialist to join our team as a Client Associate. As the successful candidate, you will be responsible for managing your own portfolio of clients, providing exceptional customer service, and ensuring compliance with regulatory requirements.
About the Role:
- You will have ownership of your own client relationships, managing schemes from end-to-end and liaising with clients and third parties on a daily basis.
- Responsibilities include handling queries, responding to client inquiries, and providing timely solutions to meet their needs.
- You will also be responsible for ensuring compliance with regulatory requirements, calculating and paying retirement and death benefits, processing contributions and transfers, and undertaking property and land transactions.
- Additional duties include establishing new schemes, updating trust deeds, completing necessary regulatory filings and returns, and preparing client meeting packs.
About You:
- You should have experience working in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services as a Client Manager, Portfolio Manager, Client Associate, or Account Manager.
- You will possess excellent client management, relationship management, and stakeholder management skills, comfortable working in a fast-paced and variable role in a regulated environment.
The Package:
- Up to £35K salary.
- A hybrid working arrangement.
- A 4-day working week after a 3-month probation period.
- Access to coaching and mentoring plans.
- 25 days' holiday plus your birthday off.
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