Account Manager

1 day ago


Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time
Job Description

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.


  • Accounting Manager

    23 hours ago


    Bristol, Bristol, United Kingdom SF Recruitment (Birmingham) Careers Full time

    Job Title: Accounting ManagerAbout the CompanySF Recruitment (Birmingham) Careers is a leading recruitment agency specializing in finance and accounting placements. We pride ourselves on delivering exceptional service and expertise to our clients and candidates.Job DescriptionWe are seeking an experienced Accounting Manager to join our team. As an Accounting...

  • Accounting Manager

    4 days ago


    Bristol, Bristol, United Kingdom Artis Recruitment Full time

    We are looking for a skilled Senior Management Accountant to join our client's finance team in South Bristol. As a seasoned accountant, you will play a vital role in managing the company's financial affairs, working closely with the finance director to prepare management accounts, forecasts, and budgets. Your expertise in Excel, specifically with lookups,...

  • Account Manager

    6 days ago


    Bristol, Bristol, United Kingdom Eurekamagazine Full time

    Job Title: Account ManagerEurekamagazine is seeking a skilled Account Manager to join our Propulsion team. As an Account Manager, you will be responsible for planning overall programmes and ensuring agreement of activities. You will respond to technical and programme issues identified in testing, maintain a plan of the programme, and report progress.The...

  • Account Manager

    4 days ago


    Bristol, Bristol, United Kingdom Citrus Recruit Full time

    Job Opportunity: We are seeking an experienced Account Manager to join our team at Citrus Recruit. As an Account Manager, you will be responsible for building and nurturing relationships with new and existing customers to win new accounts and maximise existing business.This is a fantastic opportunity to work with an award-winning events company based in the...

  • Accounts Manager

    6 days ago


    Bristol, Bristol, United Kingdom Hays Business Support Full time

    Job DescriptionYour new role involves working with a reputable organisation in South Bristol as a permanent Bookkeeper. This position is 100% office based.Sales Ledger Management: Raising ad-hoc customer invoices and credit notes, ensuring accurate financial records.Purchase Ledger Administration: Processing supplier invoices, payments, and monthly statement...

  • Account Manager

    3 days ago


    Bristol, Bristol, United Kingdom air-recruitment Full time

    Account Development Director, Bristol – Salary negotiable up to £45,000">A highly experienced Account Development Director is required to drive business growth and lead the production team in a thriving agency.">This role will involve developing and implementing strategies to grow the agency's presence in the events market, managing the production and...

  • Accounting Manager

    4 weeks ago


    Bristol, Bristol, United Kingdom Stark Group Full time

    **About Us**The Stark Group is a rapidly expanding technology-driven business that has established itself as a market leader in the provision of energy data and services, with a proven track record for continuous innovation.We are a passionate and collaborative team dedicated to solving problems, with data integrity at the heart of everything we do. Our...


  • Bristol, Bristol, United Kingdom SF Recruitment (Birmingham) Full time

    Job Title: Management AccountantSF Recruitment (Birmingham) is currently seeking a highly skilled Management Accountant to join their team in the Bristol region.About the Role:This is an exciting opportunity for a qualified professional to take on a challenging and rewarding role. As a key member of the finance team, you will be responsible for preparing...

  • Account Manager

    7 days ago


    Bristol, Bristol, United Kingdom Luton Bennett Full time

    Luton Bennett is seeking an experienced Account Manager to join our team in Central Bristol. As a key member of our sales team, you'll play a vital role in driving business growth and revenue by developing and maintaining strong relationships with clients.The estimated salary for this position is £35,000 - £40,000 per annum, depending on experience. In...


  • Bristol, Bristol, United Kingdom University Hospitals Bristol and Weston NHS Foundation Trust Full time

    We are looking for an experienced Senior Management Accountant to join our team at University Hospitals Bristol and Weston NHS Foundation Trust. As a senior member of our finance team, you will be responsible for providing high-quality financial support to our Estates & Facilities and Digital Services division.The ideal candidate will have a strong...


  • Bristol, Bristol, United Kingdom Consult2Recruit Full time

    Account ManagementConsult2Recruit is seeking a skilled Account Management Professional to join our team. As an Account Manager, you will be responsible for developing and managing relationships with clients to enhance sales in parts and attachments.The ideal candidate will have proven experience in account management or sales, ideally within the...


  • Bristol, Bristol, United Kingdom In Technology Group Limited Full time

    About In Technology Group LimitedIn Technology Group Limited is a rapidly growing Managed Service Provider based in the UK.As an IT Account Manager, you will be responsible for managing our clients' IT services and identifying opportunities for growth within existing accounts.The ideal candidate will have proven experience in account management or a similar...


  • Bristol, Bristol, United Kingdom Hays Specialist Recruitment Limited Full time

    Accounts Management SpecialistWe are seeking an experienced Accounts Management Specialist to join our team in Bristol. As a key member of the team, you will be responsible for managing client relationships, preparing accounts, and providing expert advice on financial matters.About the RoleThe successful candidate will have extensive experience in accounts...


  • Bristol, Bristol, United Kingdom MetaSource, LLC Full time

    Job Title:**Account Management Executive**Job Description:The Account Management Executive is responsible for the effective management of assigned client accounts to meet and fulfill client needs and expectations. This role requires building and cultivating working relationships with both customers and internal MetaSource team members.This includes...


  • Bristol, Bristol, United Kingdom Autograph Recruitment Full time

    Join Our Team as a Management Accounts Specialist:We are a dynamic and growing firm of chartered accountants based in Bristol, seeking a talented Management Accounts Specialist to join our team. As a key member of our accounts team, you will be responsible for managing accounts, preparing financial reports, and providing high-quality financial services to...


  • Bristol, Bristol, United Kingdom Clark Wood Limited Full time

    Clark Wood LimitedWe are a reputable Business Services company seeking an experienced Client Portfolio Manager. As a Client Portfolio Manager, you will be responsible for managing a diverse portfolio of small-medium business clients and acting as the first point of contact for those clients. You will also ensure the efficient and accurate completion of...


  • Bristol, Bristol, United Kingdom Morson Talent Full time

    About the JobWe are looking for a skilled Accounting Manager Position to join our client's team. The successful candidate will have strong accounting knowledge and experience in managing accounting operations.Key Responsibilities:Manage financial data, including budgeting and forecastingDevelop and implement accounting processes to improve efficiency and...


  • Bristol, Bristol, United Kingdom In Technology Group Full time

    IT Account Manager Job DescriptionAt In Technology Group Ltd, we are seeking an experienced IT Account Manager to join our team. The ideal candidate will have a proven track record of managing client relationships and delivering excellent customer service.Manage client relationships, including regular communication, updates, and reporting.Create and execute...


  • Bristol, Bristol, United Kingdom Get Staffed Online Recruitment Careers Full time

    Account Management ProfessionalJob Title: Account Management ProfessionalWe are seeking an Account Management Professional to join our team in the Southwest region. The ideal candidate will be responsible for managing and developing a portfolio of accounts in Poole, Bournemouth, and surrounding areas.In this role, you will drive business growth in the...


  • Bristol, Bristol, United Kingdom In Technology Group Full time

    About the Role:In Technology Group is seeking an IT Account Manager to join their team. This exciting opportunity has arisen for a professional with experience in account management or a similar role.Key Responsibilities:Manage client relationships, including regular communication, updates, and reporting.Create and execute Account Plans for assigned...