01481 701 616
hello@source.gg
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.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
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 a strong understanding of trusts, while experience with different types of pension plans would be advantageous.
A prestigious organisation is seeking a Senior Administrator...
Our client, a leading fiduciary and private wealth services provider, is seeking an Assistant Manager,...
We are inviting talented and driven individuals to step into the role of Senior Administrator …
We’re looking for a motivated and detail-oriented Temporary Client Relationship Manager to join...
We’re looking for a Temporary Client Relationship...
We are seeking a proactive and detail-oriented Trust Administrator for the Private Wealth team. This...
