Financial Services Associate
2 weeks ago
Job Title: Financial Services Associate
About Us: GetRecruited UK Ltd is a leading recruitment agency partnering with fast-growing businesses in the financial services sector.
Salary: Up to £35,000 per annum + benefits
Job Description:
- Manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.
- Liaise with clients and third parties on a daily basis.
- Handle any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service.
Key Responsibilities:
- Having ownership of your own clients and schemes.
- Ensuring compliance with regulatory requirements.
- Calculating and paying retirement and death benefits.
Requirements:
- Experience of working as a Client Manager, Portfolio Manager, Client Associate, or Account Manager in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services.
- Excellent client management, relationship management, and stakeholder management skills.
Benefits:
- Hybrid working.
- 4-day week after probation.
- 25 days holiday + birthday off.
- Coaching and mentoring plans.
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