Financial Services Professional
3 days ago
Role Overview:
The Client Associate will manage their own accounts from cradle to grave, handling various calls and clients on a daily basis.
This is an exceptional opportunity to join a business that prioritizes its people and offers a 4-day working week after a 3-month probation, hybrid working, coaching and mentoring plans, 25 days holiday + birthday off, and more.
About the Opportunity:
We are partnered with a fast-growing business in Salisbury who have an exciting opportunity for a Client Associate to join their team. As a Client Associate, you will be responsible for managing your own accounts, ensuring compliance with regulatory requirements, and providing an exceptional service to clients.
Key Responsibilities:
- Managing client accounts and schemes from end-to-end
- Liaising with clients and third parties on a daily basis
- Handling queries from allocated clients in a timely manner
- Ensuring compliance with regulatory requirements
- Calculating and paying retirement and death benefits
- Processing contributions, transfers, investments, and scheme asset valuations
- Undertaking property and land transactions in line with procedures
- Managing rent, loans, and scheme bank accounts
- Establishing new schemes and updating trust deeds as required
- Completing regulatory filings and returns
Requirements:
- Experience 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
- Comfortable working in a fast-paced and variable role in a regulated environment
Benefits:
We offer a competitive salary up to £35K, hybrid working, coaching and mentoring plans, 25 days holiday + birthday off, and much more. If you have experience in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services, this opportunity is not to be missed.
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