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Back to ResultsOur client is seeking a Senior Administrator to support a six-month transition project, assisting with the transfer of pension administration responsibilities from the Private Wealth teams to the dedicated Pensions team.
You’ll focus on checking client profiles to ensure they are correctly categorised, reviewing and organising documentation, locating any missing documents, and removing any unnecessary records before they are sent to the lawyers preparing the Deeds of Retirement and Appointment.
A minimum of five years’ relevant experience managing your own portfolio of clients, together with an education to A-level standard or equivalent, is essential. You must have a strong understanding of trusts, while experience with different types of pension plans would be advantageous.
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