Financial Services Coordinator

2 weeks ago


Bolton, United Kingdom Get-Recruited (UK) Ltd Full time
Job Summary
We are looking for a highly skilled Client Associate to join our client's team, responsible for managing client accounts from inception to completion. This is an excellent opportunity to work in a regulated environment, handling a variety of tasks including client onboarding, account management, and scheme administration.

About the Role
As a Client Associate, you will be responsible for managing your own client accounts, handling daily client interactions, and ensuring exceptional service and compliance with regulatory requirements. You will work closely with clients and third parties to ensure seamless communication and timely responses to queries.

Key Responsibilities
- Manage client accounts from start to finish
- Liaise with clients and third parties on a daily basis
- Ensure compliance with regulatory requirements
- Handle client queries and concerns in a professional manner

Requirements
- Experience working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
- Excellent client management, relationship management, and stakeholder management skills
- Ability to work in a fast-paced and variable role in a regulated environment

Benefits
- Salary: £35,000 + hybrid working + 4-day week after probation
- Opportunity to work in a dynamic and growing industry
- Collaborative and supportive team environment

Why Choose Us?
We offer a competitive salary, hybrid working arrangements, and a collaborative team environment. If you are passionate about delivering exceptional client service and have experience working in a regulated environment, we encourage you to apply.

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