Senior Client Services Officer

Job Ref: LF 27478
Leapfrog Jobs

In this role, you will be an integral part of the Client Services Team, responsible for a diverse array of administration duties related to an existing portfolio of multi-member pension schemes, portfolio trusts, Employee Benefit Trusts (EBTs), and Retirement Annuity Trust Schemes (RATs).


Guernsey, Channel Islands


Duties will include, but are not limited to;
Managing client’s questions and queries.
Attending to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
Remaining abreast of pension and trust regulations.
Appropriately store/input and reference all client documentation within the document management system.
Recording all client financial transactions, which includes investments, transfers, benefit payments, statutory payments, and fee charges.
Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.

Skills / Qualifications

The ideal candidate should have 3-5 years of relevant experience, possess a relevant professional qualification (preferably STEP), and demonstrate a clear understanding of applicable Pension and Trust legislation, as well as statutory reporting requirements.

How To Apply

For further information, or a full job description, please call 711188, or email [email protected]. Alternatively, if you with to apply, please submit your CV via the Apply Now button below.
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