Client Associate

1 day ago


Bristol, United Kingdom Get Recruited (Uk) Ltd Full time

CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES BRISTOL UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team.
As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basisThis is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it
They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much moreIf you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed
THE OPPORTUNITY: 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 any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service Ensuring compliance with regulatory requirements



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