This role involves all aspects of administration for bespoke personal pension plans. The successful candidate will report to the Client Services Assistant Manager.
Your responsibilities will include the day-to-day administration relating to bespoke personal pension plans, responding to and actioning queries, preparing documentation and trustee minutes and resolutions, assist with the on-boarding of new business, as well as liaising with various departments.
Our client is looking for an individual who is working towards either STEP or ICSA/CGI or a willingness to undertake professional studies. You will need to have 2+ years’ experience in a financial services role with experience of either trust or pensions administration.
To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com or call