Financial Services Client Associate

1 day ago


Salisbury, Wiltshire, United Kingdom Get Recruited (UK) Ltd Full time

We are seeking a highly skilled Financial Services Client Associate to join our team at Get Recruited (UK) Ltd. In this role, you will be responsible for managing your own accounts, handling client interactions, and ensuring compliance with regulatory requirements.

This is an exciting opportunity to work with a company that prioritizes its people and offers a range of benefits, including a 4-day working week after probation, flexible working arrangements, training and development opportunities, and more.

As a Client Associate, you will be responsible for calculating and paying retirement and death benefits, processing contributions, transfers, investments, and scheme asset valuations, managing rent, loans, and scheme bank accounts, and completing all necessary regulatory filings and returns.

To be successful in this role, you should have experience as a Client Manager, Portfolio Manager, Client Associate, or Account Manager in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services. The estimated salary for this position is around £35,000 per year.



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