Financial Services Representative
5 days ago
The role of a Client Associate at Get-Recruited (UK) Ltd involves managing client relationships and schemes from end-to-end. This includes handling client queries, liaising with third parties, and ensuring compliance with regulatory requirements.
As a key member of the team, you will have ownership of your own clients and schemes, allowing you to develop a deep understanding of their needs and provide tailored solutions.
The successful candidate will have experience in Pensions, SIPs, SSAS, Investments, Property or other regulated areas of Financial Services. A strong understanding of regulatory requirements and a keen eye for detail are essential.
We offer a competitive salary of up to £35,000 per annum, plus hybrid working and a 4-day working week after a 3-month probation period. Our benefits package includes 25 days' holiday + birthday off, coaching and mentoring plans, and much more.
- Manage client relationships and schemes from end-to-end
- Liaise with clients and third parties on a daily basis
- Ensure compliance with regulatory requirements
- Calculate and pay retirement and death benefits
- Process contributions, transfers, investments, and scheme asset valuations
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Customer Service Representative
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Sales Development Representative
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Business Development Representative
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Financial Services Representative
2 weeks ago
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Customer Service Representative
2 months ago
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Customer Service Representative
2 months ago
Bolton, Bolton, United Kingdom beBee Professionals Full time £25,000 - £35,000We are seeking a Customer Service Representative to provide exceptional service and support to our customers at beBee Professionals in Bolton.Key Responsibilities:Engage with customers to deliver outstanding service and resolve any issues.Participate in all aspects of the operational workflow to ensure seamless delivery.Collaborate with team members to meet...
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Customer Service Representative
2 months ago
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Sales and Marketing Representative
3 weeks ago
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Customer Service Representative
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Customer Service Representative
2 months ago
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Financial Services Coordinator
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Financial Services Associate
7 days ago
Bolton, Bolton, United Kingdom Get-Recruited (UK) Ltd Full timeJob OverviewWe are seeking an experienced Financial Services Associate to manage client relationships and administer pension schemes. This role involves handling a variety of calls and clients on a daily basis, providing exceptional service delivery and ensuring compliance with regulatory requirements.The successful candidate will have experience in...
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Customer Service Representative
2 weeks ago
Bolton, Bolton, United Kingdom Skipton Building Society Full timeCompany Overview: Skipton Building Society is a leading provider of financial services, committed to helping people achieve their goals. We are seeking a highly skilled Customer Service Consultant to join our team in Bolton.Salary: £22,379 Pro Rata per annum.Job Description: As a Customer Service Consultant, you will be the first point of contact for...
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Financial Services Coordinator
2 weeks ago
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Financial Services Director
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Financial Services Associate
6 days ago
Bolton, Bolton, United Kingdom Get Recruited Ltd Full timeJob Description:We are seeking an experienced Financial Services Associate to manage client accounts from inception to completion. This role involves liaising with clients and third parties, handling queries, and ensuring compliance with regulatory requirements.
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Financial Services Administrator
3 weeks ago
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2 weeks ago
Bolton, Bolton, United Kingdom Agility Resoucing Full timeJob OverviewAvoiding errors and discrepancies in financial records is crucial. As a Financial Services Trainee at Agility Resoucing, you will be responsible for Bank Reconciliations, Purchase Ledger Duties, Updating Daily Cashflow, Daily Payment Reconciliations, and Assisting with Month End processes.Requirements:Excellent attention to detail and strong...
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Corporate Financial Services Professional
3 weeks ago
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