Financial Services Specialist
1 week ago
Company Overview
Get-Recruited (UK) Ltd is a reputable employment agency partnering with fast-growing businesses to find exceptional talent. We have an exciting opportunity for a Financial Services Specialist to join one of our partnered companies based in Bristol.
This company prioritizes its people, offering a 4-day working week after a 3-month probation, hybrid working, coaching and mentoring plans, 25 days holiday + birthday off, and more.
Salary
The salary for this role is up to £35,000 per annum, plus additional benefits.
Job Description
As a Financial Services Specialist, you will manage your own accounts from cradle to grave, handling various calls and clients daily. This role involves owning client relationships, managing schemes end-to-end, liaising with clients and third parties, and ensuring compliance with regulatory requirements.
Required Skills and Qualifications
To excel in this role, you should have experience 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. Excellent client management, relationship management, and stakeholder management skills are essential.
Benefits
In addition to the competitive salary, you will enjoy a range of benefits, including a 4-day working week after probation, hybrid working, coaching and mentoring plans, 25 days holiday + birthday off, and much more.
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