Thursday 22 February 2024
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Temporary Fiduciary Officer



Hours:Full Time

Full Description

This is a great opportunity for a Temporary Fiduciary Officer to join a regulated and licensed fiduciary company, specialising in tailored financial solutions for its clients for 3-6 months.   This role reports to the Manager of the Pensions team, responsibilities will include assisting the team with the day to day administration of retirement products and private client administration. Duties will include but are not limited to: Various administration tasks relating to retirement products, trusts (discretionary, remuneration, pension, reserved powers), companies, PCC cells, QNUPS and International Pension Plans etc.; Assist with responses to member/client/intermediary queries and administrative requests within an acceptable timeframe as per the company policies and procedures; Follow a range of activities and checklists to ensure accurate and timely administration of tasks; Assist with the preparation, collation and dispatching of documentation which may include, but not limited to, member benefit requests, transfer out request and investment reviews; Maintain and update in-house systems;   More information about the role is available upon request contact the team today for further details.

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