Purpose of the role:
You will be required to provide execution and trustee review preparation for the division, specifically in relation to recommendations for bespoke investment transactions.
Responsibilities:
- Ensure tasks are completed and all action taken within the deadlines set and in a timely manner
- Preparation of non-standard and complex recommendations for the division from review of the recommendation through to execution of the transaction
- Assist in maintaining relationships with UHNW and HNW participants
- Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assisting with client and participant queries
- Documenting trustee decision making, sourcing legal and tax advice where appropriate
- Build required knowledge of plan structures
- Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours