Average Client Associate salary in the UK

CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES BOLTON UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Client Associate to join the team. As the 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 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 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 meetings KEY 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 Get Recruited is acting as an Employment Agency in relation to this vacancy.

Private Client Associate/Partner - Norfolk. Ready to progress and looking for a move to a firm that has the very best reputation and will offer the reward and recognition you have deserve? Genuine opportunity for a senior role within a long established business who take pride in the investment they make in their staff and service. Various Norfolk locations available. Generous benefits. Welcoming,flexible environment. If the time is right or you would just be interested in a confidential chat then please apply with a current CV.

Private Client Solicitor/Senior Solicitor/Associate. If you are recently qualified to mid-level with solid experience in Private Client matters. This opportunity is with a highly successful, modern and agile firm offering a defined career path, superb benefits and exceptional rewards.You will need to have a good grounding in a range of Private Client matters dealing with such areas as Wills, Trusts, Probate and Administration of Estates. Ideally STEP membership or working towards.Working for a highly successful, modern and agile firm offering a defined career path, superb benefits and exceptional rewards. For a confidential chat please apply with a current CV, we look forward to speaking with you.