The Private Office in Leeds is seeking a proactive team member to own pension and investment transfer cases from submission through to completion. You will monitor progress, chase providers, and keep Advisers and CRM teams informed, ensuring timely, compliant outcomes.
Joining a high-performing Client Delivery function, you will manage complex transfers, maintain accurate CURO records, and identify opportunities to improve processes while upholding regulatory requirements and Consumer Duty
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Pensions Transfer Lead — Case Ownership & Delivery in Leeds employer: The Private Office
Join an award-winning team as a Paraplanner, where you will thrive in a supportive and collaborative work culture that prioritises professional growth and employee wellbeing. Enjoy a true hybrid working model, competitive benefits including a discretionary bonus scheme, private healthcare, and a commitment to your ongoing professional development. With a focus on quality and accuracy, you'll be part of a high-performing team dedicated to delivering exceptional client service in a dynamic environment.
