Senior Financial Services Professional

1 month ago


Leicester, Leicester, United Kingdom Get Recruited Ltd Full time
Company Overview

Get Recruited Ltd is a reputable firm partnering with exceptional businesses to find the best talent in the industry.

Job Description

We are seeking an experienced Account Manager to join our client's team. The successful candidate will manage their own accounts from inception to completion, handling a variety of clients and schemes on a daily basis.

Key Responsibilities
  • Manage own client relationships and ensure timely responses to queries.
  • Liaise with clients and third parties to resolve any issues.
  • Process contributions, transfers, investments, and scheme asset valuations.
  • Establish new schemes and update trust deeds as required.
Requirements
  • Experience working in Pensions, SIPs, SSAS, Investments, Property, or regulated areas of Financial Services.
  • Excellent client management, relationship management, and stakeholder management skills.
  • Comfortable working in a fast-paced environment with variable tasks.
Benefits

This role offers a competitive salary of up to £35,000, hybrid working arrangements, and a 4-day week after a 3-month probation period. Additional benefits include coaching, mentoring plans, 25 days' holiday, and your birthday off.

Location

Leicester-based, with opportunities for remote work.



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