Client Portfolio Manager

4 days ago


Salisbury, Wiltshire, United Kingdom GetRecruited UK Ltd Full time

We are looking for a skilled Client Portfolio Manager to join our team in Salisbury. In this role, you will be responsible for managing your own client portfolio, ensuring that all tasks are completed to the highest standard and meeting deadlines.

About the Role:
  • Manage client portfolios and ensure that all tasks are completed on time
  • Liaise with clients and third parties on a daily basis
  • Ensure compliance with regulatory requirements
  • Calculate and pay retirement and death benefits

The ideal candidate will have excellent client management, relationship management, and stakeholder management skills, as well as experience working in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services. The company offers a competitive salary of up to £35,000, a 4-day working week after a 3-month probation, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off, and more.



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