CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES LONDON UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast-growing business based in London 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 basis! This is an outstanding opportunity to join a business that prioritises their people, and has 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 more!
If you 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, this opportunity is not to be missed!
RESPONSIBILITIES: Having ownership of your own clients and schemesManaging those accounts and schemes from end-to-endLiaising with clients and third parties on a daily basisHandling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional serviceEnsuring compliance with regulatory requirementsCalculating and paying retirement and death benefitsProcessing contributions, transfers, investments, and scheme asset valuationsUndertaking property and land transactions in line with proceduresManaging rent, loans, and scheme bank accountsEstablishing new schemes and updating trust deeds as requiredCompleting all necessary regulatory filings and returnsPreparing client meeting packs and attending Trustee meetingsKEY EXPERIENCE: Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account ManagerCurrently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial ServicesExcellent client management, relationship management and stakeholder management skillsComfortable working in a fast-paced and variable role in a regulated environment
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