Purpose of the role:
You will assist with the management of the Transfers & Distributions team including coaching/mentoring the team, being a point of escalation for member queries and running/analysing reports both for internal commentary and to meet regulatory reporting requirements.
Responsibilities:
- Review and oversight of team and all associated distribution, transfer, loan and pension payment requests
- Oversight and mitigation of all risks within the team
- Maintain and develop relationships with UHNW and HNW individuals with a focus on retention of key clients through enhanced member experience
- Liaise with intermediaries to ensure transactions are concluded in a timely manner with appropriate paperwork in place
- Source legal and tax advice and act as main point of contact for advisors
- Respond to/investigate participant queries in a timely manner, and provide regular updates to clients
Skills required:
- Trust background
- Excellent excel skills
- Client facing