A leading independent provider of bespoke private wealth and corporate administration services, operating internationally across all asset classes. Known for a collaborative, open culture where every voice is valued and people are supported to thrive.

The Role

This is a fixed-term contract position supporting an internal project to transfer pension administration from private wealth teams to a specialist pension team. You will play a key role in ensuring documentation and client records are accurate and complete ahead of legal review.

Key Responsibilities

• Review and categorise client profiles ahead of legal review

• Audit data room documentation to ensure correct paperwork is in place for each entity’s Deeds of Retirement and Appointment

• Locate and upload missing documentation

• Remove unnecessary documents from the data room

Requirements

• Educated to A-Level standard or equivalent

• Minimum 5 years’ relevant experience, including managing your own client portfolio

• Strong understanding of Trusts

• Experience with different types of pension plans (advantageous)

• Familiarity with different asset classes and associated risks

• Strong problem-solving skills and ability to work to deadlines with minimal supervision

• A collaborative team player