Financial Services Compliance Associate
2 days ago
The role is a fantastic opportunity to join Get Recruited (UK) Ltd, a business that prioritises its people and offers an exceptional benefits package.
Salary
Up to £35,000 per annum, plus hybrid working and a 4-day week after a 3-month probation period.
Job Description
This position involves managing client accounts from inception to closure, handling daily interactions with clients and ensuring compliance with regulatory requirements.
Key Responsibilities:
- Manage client accounts and schemes from end-to-end
- Ensure compliance with regulatory requirements
- Calculate and pay retirement and death benefits
- Process contributions, transfers, investments, and scheme asset valuations
- Manage rent, loans, and scheme bank accounts
- Complete all necessary regulatory filings and returns
Required Skills and Qualifications
A minimum of [2] years' experience in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services as a Client Manager, Portfolio Manager, Client Associate or Account Manager is required.
Benefits
The company offers a comprehensive benefits package, including a 4-day week after a 3-month probation period, hybrid working, coaching and mentoring plans, 25 days' holiday + birthday off, and more.
Others
The ideal candidate will have excellent communication and organisational skills, with the ability to work independently and as part of a team.
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