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Permanent

Account Manager - Pensions / Financial Services

Bristol
money-bag 30000.00-30000.00 Annual
2850584605
Posted 3 days ago

ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICESBRISTOL 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 Account Manager to join the team. As the Account Manager 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 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 more! If 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 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 ..... full job details .....

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