Support a key internal project transferring pension structures between teams, ensuring client records and documentation are accurate and complete.
⭐START: ASAP | END: 6 months⭐
Key Responsibilities:
⭐ Review client profiles and ensure appropriate categorisation
⭐ Check documentation required for legal review and pension transfers
⭐ Identify and locate missing documents and maintain accurate data room records
⭐ Support the smooth transfer of pension structures between teams
What You’ll Need:
⭐ 5+ years’ relevant experience, including managing your own client portfolio
⭐ Strong understanding of trusts and private wealth structures
⭐ Pension plan experience would be advantageous
⭐ Strong organisation and problem-solving skills with ability to work independently
