Purpose of the role:
You will be required to provide execution and trustee review preparation for the division, specifically in relation to recommendations for distributions, transfers and pension requests.
Responsibilities:
- Assist in maintaining relationships with UHNW and HNW participants
- Receiving correspondence and ensuring action is taken in accordance with timetable
- Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
- Assisting with client and participant queries
- Documenting trustee decision making
- 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
- Source legal and tax advice where appropriate