Financial Services Representative

5 days ago


Bolton, Bolton, United Kingdom Get-Recruited (UK) Ltd Full time

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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