Senior Financial Services Professional

1 day ago


Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time
Company Overview

Get Recruited (UK) Ltd is a fast-growing business based in Wimbledon, dedicated to providing exceptional service to their clients.

Job Description

We are seeking an experienced Financial Services Professional to join our team as an Account Manager. As the ideal candidate, you will be responsible for managing your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis. This is a unique opportunity to work with a business that prioritizes their people and offers a comprehensive benefits package.

The successful candidate will have experience in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services as a Client Manager, Portfolio Manager, Client Associate or Account Manager. You will be expected to manage those accounts and schemes from end-to-end, handle any queries from your allocated clients, ensure compliance with regulatory requirements, calculate and pay retirement and death benefits, process contributions, transfers, investments, and scheme asset valuations, manage rent, loans, and scheme bank accounts, and complete all necessary regulatory filings and returns.



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