Client Relationship Executive

3 weeks ago


Bristol, Bristol, United Kingdom Get Recruited Ltd Full time

Job Overview

We are recruiting for a Client Associate to join our team in Bristol. This is an exciting opportunity to work with a rapidly growing business that prioritizes its people and offers a comprehensive benefits package.

As a key member of the team, you will be responsible for managing your own accounts from initial contact to long-term relationships, interacting with clients and third parties on a daily basis.

Key responsibilities include:

  • Handling client queries and providing exceptional service.
  • Liaising with clients and third parties to ensure seamless communication.
  • Ensuring compliance with regulatory requirements and processing contributions, transfers, investments, and scheme asset valuations.
  • Undertaking property and land transactions according to established procedures.
  • Managing rent, loans, and scheme bank accounts.
  • Establishing new schemes and updating trust deeds as necessary.
  • Completing all required regulatory filings and returns.
  • Preparing client meeting packs and attending Trustee meetings.

Key Requirements

  • Proven experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager.
  • Current work in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services.
  • Exceptional client management, relationship management, and stakeholder management skills.
  • Comfortable working in a fast-paced, variable role within a regulated environment.

The salary for this role is up to £35,000 per annum, offering a competitive remuneration package. Additionally, the company provides a 4-day working week after a 3-month probation period, hybrid working arrangements, coaching and mentoring plans, 25 days of annual leave, plus your birthday off.



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