Full Description

This well established pension and trust administration business is seeking to appoint a Senior Private Client Services Officer to join their busy team. We are looking for a Senior Client Services Officer who will be part of the Client Services team, which encompasses a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBTs and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times. Ideally, the candidate will have an extensive knowledge of pension and trust legislation with 3-5 years of experience, hold a relevant professional qualification (STEP or other), have an ability to calculate and inform on pension payments, have strong interpersonal skills and a proven eye for detail. Get in touch with one of our recruiters for more details.

For more information please visit https://www.source.gg/jobs/16460/senior-private-client-services-officer.

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