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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
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Back to ResultsThis is fantastic opportunity for someone with a year or two' experience in trust administration or similar to join a leading business and further their career.
The role holder will be required to manage or work with, a team of client handlers in order to facilitate administrative tasks in relation to actions agreed by the client manager/director that require implementing on client portfolios.
The Corporate Trustee and Client Relationship Team is responsible for all aspects of trusteeship and administration, including (but not limited to) International Pension Plans, Savings and Gratuity Plans, QROPS and EFRBS, as well as domestic pension arrangements. Additional responsibilities include preparing Minutes, supporting and mentoring team members, and ensuring team targets are met. Very occasional travel to other offices within the firm may be required.
If you are a proactive individual with a strong understanding of trust principles and experience in fiduciary, we would welcome your application.
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