Financial Services Specialist
3 weeks ago
Company Overview
">At Get Recruited (UK) Ltd, we pride ourselves on being a business that prioritizes its people. We offer a supportive environment where our employees can grow and develop their skills.
Salary
The successful candidate will receive a competitive salary of up to £35,000 per annum, depending on experience.
Job Description
We are seeking an experienced Client Associate to join our team in Bristol. As a key member of our team, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.
Key Responsibilities
- Managing client accounts and schemes from end-to-end
- Ensuring compliance with regulatory requirements
- Calculating and paying retirement and death benefits
- Processing contributions, transfers, investments, and scheme asset valuations
- Managing rent, loans, and scheme bank accounts
- Completing all necessary regulatory filings and returns
Requirements
- Experience as a Client Manager, Portfolio Manager, Client Associate or Account Manager
- Knowledge of Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Benefits
- A 4-day working week after a 3-month probation period
- Hybrid working arrangements
- Coaching and mentoring plans
- 25 days' annual leave + birthday off
- Much more
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