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- Tasks: Manage your own accounts and handle client queries daily.
- Company: Join a fast-growing business that values its people.
- Benefits: Enjoy hybrid work, a 4-day week after probation, and 25 days holiday plus your birthday off!
- Why this job: This role offers ownership of client accounts and a supportive culture with coaching opportunities.
- Qualifications: Experience in Pensions, SIPs, SSAS, Investments, or similar financial services roles is required.
- Other info: This is an exciting chance to grow in a dynamic environment!
The predicted salary is between 21000 - 35000 £ per year.
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 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…
Client Associate employer: Get Recruited Ltd
Contact Detail:
Get Recruited Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Associate
✨Tip Number 1
Familiarize yourself with the specific financial services mentioned in the job description, such as Pensions, SIPs, and SSAS. This knowledge will not only help you understand the role better but also demonstrate your commitment and expertise during the interview.
✨Tip Number 2
Highlight any previous experience you have in managing client accounts or handling queries. Be prepared to share specific examples of how you've successfully managed client relationships in the past.
✨Tip Number 3
Research the company culture and values of the business you're applying to. Understanding their focus on employee well-being and benefits can help you align your answers with what they prioritize during the interview.
✨Tip Number 4
Prepare questions that show your interest in the role and the company. Asking about their coaching and mentoring plans or the transition to a 4-day work week can demonstrate your enthusiasm for joining their team.
We think you need these skills to ace Client Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in pensions, investments, or financial services. Use specific examples that demonstrate your ability to manage client accounts and handle queries effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your previous experience aligns with the responsibilities of a Client Associate and express your enthusiasm for the benefits offered, like the 4-day work week.
Highlight Key Skills: Emphasize skills such as communication, problem-solving, and client management in your application. These are crucial for the role and will help you stand out as a candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Get Recruited Ltd
✨Show Your Knowledge of Financial Services
Make sure to brush up on your knowledge of pensions, SIPs, SSAS, and investments. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Your Client Management Skills
Prepare examples from your past experiences where you successfully managed client accounts. Discuss how you handled queries and built relationships, as this is crucial for the Client Associate position.
✨Emphasize Your Adaptability
Since the company offers hybrid working and a 4-day week, be ready to discuss how you can adapt to different working environments and manage your time effectively to meet client needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, coaching opportunities, and how they support their employees. This shows your genuine interest in the role and the organization.
