Client Services Administrator, Pensions/Trust - Guernsey

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Daliburgh
GBP 25,000 - 45,000
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Yesterday
Job description

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:

  1. The day-to-day administration relating to bespoke personal pension plans.
  2. Responding to and actioning queries.
  3. Preparing documentation and trustee minutes and resolutions.
  4. Assisting with the on-boarding of new business.
  5. Liaising with various departments.

Qualifications: 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 01481 743078.

Please note applications can only be taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.

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