Financial Services Professional

3 weeks ago


Leicester, Leicester, United Kingdom GetRecruited UK Ltd Full time

A challenging and rewarding role has become available for a highly skilled and experienced Financial Services professional to join our client's team as an Account Manager. This exciting opportunity is based in Leicester and offers a salary of up to £35,000 per annum, plus a comprehensive benefits package.

The successful candidate will be responsible for managing their own accounts, handling various calls and clients on a daily basis, and ensuring exceptional service delivery while maintaining compliance with regulatory requirements.

This is an outstanding opportunity to develop your skills and experience in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services. If you have a proven track record as a Client Manager, Portfolio Manager, Client Associate, or Account Manager, this role is not to be missed.

Responsibilities:
  • Manage client relationships and schemes from end-to-end
  • Liaise with clients and third parties on a daily basis
  • Handle queries from allocated clients and ensure timely responses
  • Maintain compliance with regulatory requirements
  • Calculate and pay retirement and death benefits
  • Process contributions, transfers, investments, and scheme asset valuations

We are looking for someone who is comfortable working in a fast-paced and variable role in a regulated environment. If you possess excellent client management, relationship management, and stakeholder management skills, we would love to hear from you.



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