Pensions Jobs in Guernsey

Senior Officer, Trustee and Client Relationships

Job Ref: LF 21582
Posted: 2019-10-09
Leapfrog Jobs

Our client is seeking to recruit a Senior Officer, Trustee and Client Relationships.


Guernsey, Channel Islands


Assist the management team with several portfolios.
Act as a daily point of contact for clients and support the Client Relationship Principle in developing existing and potential relationships.
Liaise with other teams within the division and throughout the company on a regular basis regarding client issues, as well as covering the portfolio for the team.
Prepare and monitor timetables for key client events, including annual contributions.
Receive correspondence and ensure action is taken in accordance with the timetable.
Liaise with intermediaries to ensure transactions are concluded with appropriate paperwork in place.
Respond to and investigate client queries.
Document trustee decision making and attend client meetings where appropriate.
Update fee proposals for existing clients and assist with monthly fee preparation.
Assist with client/member communications and presentations in relation to key events.
Monitor the portfolio’s debtor and WIP position.
Maintain and update team procedures and checklists.

Skills / Qualifications

The ideal candidate will have proven experience in a similar role within the pensions/retirement scheme arena. The successful candidate will have experience of working unsupervised and will have proven IT capabilities, with the ability to see tasks through to the end, whilst working to tight deadlines and under pressure. The role will suit a well organised team player, who has excellent attention to detail and solid communication and time management skills and the ability to work at pace and prioritise their workloads effectively.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.