The Private Office LLP in Leeds is seeking a proactive transfer specialist to join the Client Delivery function. You will ensure the efficient and timely completion of pension and investment transfers from submission by the CDA through to finalisation.
You will own transfer cases, monitor progress, chase providers, manage pipelines, and keep Advisers and CRMs informed while upholding regulatory standards and Consumer Duty requirements.
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Pension & Investment Transfers Lead in Leeds employer: The Private Office LLP
Join our award-winning firm in London, where we prioritise your growth and development through our unique Financial Planning Graduate Scheme. With hands-on experience, mentorship from seasoned professionals, and a supportive work culture, you'll gain invaluable skills while working towards your Chartered Financial Planner ambitions. Enjoy a comprehensive benefits package, including private healthcare and a structured development programme, all within a vibrant city that offers endless opportunities for personal and professional enrichment.
