Account Manager
1 day ago
Get Recruited is partnering with an exceptionally fast-growing business in Wimbledon to fill an exciting opportunity for a Financial Services Professional. The successful candidate will manage their own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.
This is an outstanding opportunity to join a business that prioritizes its people and offers a comprehensive benefits package. The company provides a 4-day working week after a 3-month probation period, hybrid working arrangements, coaching and mentoring plans, 25 days of holiday, your birthday off, and more.
If you have experience as a Client Manager, Portfolio Manager, or Account Manager in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services, this opportunity is not to be missed.
The role involves:
- Having ownership of your own clients and schemes
- Managing those accounts and schemes from end-to-end
- Liaising with clients and third parties on a daily basis
- Handling queries from allocated clients in a timely manner while offering exceptional service
- Ensuring compliance with regulatory requirements
- Calculating and paying retirement and death benefits
- Processing contributions, transfers, investments, and scheme asset valuations
- Undertaking property and land transactions in line with procedures
- Managing rent, loans, and scheme bank accounts
- Establishing new schemes and updating trust deeds as required
- Completing all necessary regulatory filings and returns
- Preparing client meeting packs and attending Trustee meetings
The ideal candidate should have:
- Experience working as a Client Manager, Portfolio Manager, Client Associate, or Account Manager
- Current experience in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services
- Excellent client management, relationship management, and stakeholder management skills
- Comfortable working in a fast-paced and variable role in a regulated environment
The estimated salary for this position is around £35,000 per annum, plus benefits.
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