Financial Services Consultant

3 days ago


Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time
Financial Services Professional Wanted

We are looking for a talented Client Associate to join our team at Get-Recruited (UK) Ltd in Bristol. As a Client Associate, you will be responsible for managing your own portfolio of clients and schemes, providing exceptional service and ensuring compliance with regulatory requirements.

This is a fantastic opportunity to work with a rapidly growing business that values its employees and offers an impressive benefits package. You will have the chance to develop your career in a dynamic and fast-paced environment, working closely with clients and third parties.

The key responsibilities of this role include:

  • Managing client accounts and schemes from start to finish
  • Liaising with clients and third parties on a daily basis
  • Ensuring compliance with regulatory requirements
  • Calculating and paying retirement and death benefits
  • Processing contributions, transfers, investments, and scheme asset valuations

You will also have the opportunity to establish new schemes, update trust deeds, complete regulatory filings, and prepare client meeting packs and attend Trustee meetings.

To be successful in this role, you should have experience working in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services. You should also possess excellent communication, organizational, and time management skills.

The salary for this position is up to £35,000 per annum, plus hybrid working and a 4-day week after probation. If you have the necessary skills and experience, we encourage you to apply for this exciting opportunity in Financial Services.



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