Financial Services Specialist

3 weeks ago


Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

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


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    Job Title: Financial Services SpecialistEstimated Salary: £35,000 per annumWe are seeking a skilled Financial Services Specialist to join our team at Get Recruited (UK) Ltd. As a key member of our business, you will be responsible for managing client accounts and schemes from inception to completion.The ideal candidate will have experience working in...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    Get Recruited (UK) Ltd is looking for a skilled Pensions and Financial Services Specialist to join our team. As a Specialist, you will be responsible for managing your own accounts from start to finish, handling various client interactions, and ensuring compliance with regulatory requirements.This is a fantastic opportunity to work with a company that values...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    Get Recruited is partnered with a fast-growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team.This role involves managing your own accounts from start to finish, handling a variety of calls and ensuring excellent client service.The successful candidate will be responsible for building strong relationships...


  • Salisbury, Wiltshire, United Kingdom GetRecruited UK Ltd Full time

    About Us:We are Get Recruited, a leading recruitment agency based in Salisbury. We specialize in placing talented individuals into exciting roles within the Financial Services sector.Job Opportunity:We are currently seeking a Client Associate to join our team. The ideal candidate will have experience working in Pensions, SIPs, SSAS, Investments, Property, or...


  • Salisbury, Wiltshire, United Kingdom Xeinadin Group Full time

    Job Title: Trainee Financial SpecialistWe are seeking a bright and enthusiastic individual to join our team as a Trainee Financial Specialist. In this role, you will have the opportunity to gain valuable experience in financial analysis and reporting.Key Responsibilities:Analyse financial data and prepare reports for management.Develop and maintain...


  • Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

    Personnel Placements is seeking an experienced Financial Operations Specialist to join our team. This is a full-time position available with part-time hours also considered.The salary for this role is £33,000 for full-time hours Monday to Friday, pro rata for part-time hours (minimum 3 days a week).Responsibilities:Documenting and monitoring financial...


  • Salisbury, Wiltshire, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a highly skilled Financial Services Manager to join their team in the Salisbury office.Role OverviewThis is a senior-level position that requires expertise in financial services, accounting, and advisory work. As a key member of the team, you will contribute to the development and implementation of strategic plans, manage...


  • Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

    Job Description:We are seeking a highly skilled Financial Data Specialist to join our team at Personnel Placements. In this role, you will be responsible for accurately documenting and monitoring financial transaction details.The ideal candidate will have proven experience as a bookkeeper, finance or accounts administrator, with a strong understanding of...


  • Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

    Are you a skilled accountant looking for your next challenge in the financial services industry? As a Financial Services Manager with Personnel Placements, you will have the opportunity to showcase your expertise while working in a supportive and collaborative environment.The estimated salary for this role is £45,000 - £60,000 per annum, depending on...


  • Salisbury, Wiltshire, United Kingdom Personnel Selection Full time

    Job Title: Financial Management SpecialistLocation: UK, England, South West England, Wiltshire, SalisburyType: PermanentSalary: £25,000 - £29,000 per annum + benefitsA leading engineering SME in Wiltshire is seeking an experienced financial management specialist to join their expanding workforce. This role would suit someone with 2-5 years of experience in...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time £35,000

    Get Recruited is partnered with a fast-growing business based in the South West of England, offering an exciting opportunity for a Financial Services Representative to join their team. As a key member, you will manage your own accounts from initial contact to successful completion, handling various tasks and responsibilities.The company provides a...


  • Salisbury, Wiltshire, United Kingdom Ex-Mill Recruitment Ltd Full time

    Job Description:We are seeking a highly skilled Financial Operations Specialist to join our team at Ex-Mil Recruitment Ltd. This role offers a competitive salary of £25,000 - £30,000 per annum, depending on experience.The successful candidate will be responsible for managing the company's financial operations, including bookkeeping, invoicing, and...


  • Salisbury, Wiltshire, United Kingdom Personnel Placements Full time

    **Become a Financial Services Manager**We are seeking a skilled Financial Services Manager to join our team at Personnel Placements. As a key member of our team, you will be responsible for managing client portfolios, building strong client relationships, and delivering high-quality financial services.About Our TeamOur team values innovation, professional...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    Job RoleWe are looking for a Financial Associate Specialist to join our team in Salisbury. The successful candidate will be responsible for handling a variety of calls and managing client accounts from cradle to grave.A salary of up to £35,000 is on offer, along with hybrid working arrangements and a 4-day week after probation. If you are a motivated...


  • Salisbury, Wiltshire, United Kingdom Get Recruited Ltd Full time

    We are seeking a highly skilled Client Associate to join our team at Get Recruited Ltd in Bristol. The successful candidate will have a solid understanding of Pensions, Investments, and related regulatory areas.The primary responsibilities of this role include owning and managing client accounts, schemes, and portfolios, ensuring seamless communication with...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    About the JobWe are looking for a Financial Services Advisor to join our team at Get Recruited (UK) Ltd. As a Financial Services Advisor, you will be responsible for managing client relationships, handling incoming calls, and providing exceptional customer service.The ideal candidate will have excellent communication skills, be proactive, and have a strong...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    Job Title: Pensions and Financial Services AdvisorJob SummaryWe are seeking a knowledgeable Pensions and Financial Services Advisor to join our team at Get Recruited (UK) Ltd. As a Pensions and Financial Services Advisor, you will be responsible for managing client relationships, providing expert advice on pensions and financial services, and delivering...


  • Salisbury, Wiltshire, United Kingdom OneSchool Global UK Salisbury CampusWiltshire Full time

    Senior Financial Education SpecialistWe are seeking a highly experienced and skilled Senior Financial Education Specialist to join our team at OneSchool Global UK Salisbury Campus. As an expert in accountancy, you will be responsible for leading the development and implementation of our accounts curriculum, ensuring that our students receive the best...


  • Salisbury, Wiltshire, United Kingdom Ancala Water Services (Defence) Limited Full time

    Job SummaryWe are seeking a highly skilled Service Delivery Specialist to join our team at Ancala Water Services (Defence) Limited.This is a field-based role that requires strong technical skills, excellent problem-solving abilities, and a customer-focused approach.About the RoleThe successful candidate will be responsible for maintaining and repairing...


  • Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

    We have an exciting opportunity for a Financial Services Coordinator to join our team in Bristol. As a key member of the team, you will be responsible for managing your own accounts from initial contact through to successful delivery, handling a variety of calls and providing excellent customer service.We are seeking a highly motivated individual with strong...