Senior Financial Services Manager
1 month ago
Established in Salisbury, our fast-growing business is seeking an exceptional Account Manager to join its team. As a key member, you will oversee your own accounts from inception to conclusion, handling diverse calls and clients daily.
This outstanding opportunity offers a 4-day working week after a 3-month probation period, without affecting your salary. Our benefits package includes hybrid working, coaching and mentoring plans, 25 days of holiday + your birthday off, and more.
We seek experienced professionals in Pensions, SIPs, SSAS, Investments, Property, or other regulated areas of Financial Services as Client Managers, Portfolio Managers, Client Associates, or Account Managers. Key responsibilities include:
- Owning and managing client and scheme relationships
- 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
Key qualifications include:
- Experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager
- Current work in Pensions, SIPs, SSAS, Investments, Property, or any regulated area of Financial Services
- Excellent client management, relationship management, and stakeholder management skills
Get Recruited Ltd acts as an Employment Agency for this vacancy. Salary: Up to £35K per annum. Location: Salisbury. The role requires flexibility and adaptability in a fast-paced environment.
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Financial Services Manager
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