Pensions Portfolio Executive

3 weeks ago


Bolton, Bolton, United Kingdom Get-Recruited (UK) Ltd Full time
Client Associate Job Description
Get-Recruited (UK) Ltd seeks a skilled Client Associate to handle client accounts and provide exceptional service. This role involves managing schemes and clients from start to finish, ensuring compliance with regulatory requirements and providing accurate calculations and payments.

Key Responsibilities
- Manage client accounts, handling calls and queries in a timely manner
- Liaise with clients and third parties on a daily basis
- Ensure accurate calculation and payment of retirement and death benefits
- Process contributions, transfers, investments, and scheme asset valuations

Salary and Benefits
- Up to £35,000 salary
- Hybrid working and 4-day week after probation
- Opportunities for coaching and mentoring
- Comprehensive benefits package including 25 days holiday + birthday off

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