Pensions Project Coordinator: Trust & Data Review

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 30,000 - 42,000; Full time

Job summary

Leapfrog Recruitment Consultants is seeking a detail-focused professional to join a Private Wealth team on a 6-month fixed-term basis. You will review client profiles, assess documentation, and identify gaps before files progress to legal review.

You will apply your trust knowledge and manage your own portfolio where needed, ensuring accuracy and organisation throughout the project, with tight deadlines and collaborative teamwork. For a full job description, please call or email.

Qualifications

• Minimum 5 years' relevant experience, including managing own portfolio of clients.
• Strong understanding of trusts and fiduciary structures.
• A-Level standard or equivalent education.
• Good understanding of asset classes and associated risks.
• Experience with pension plans advantageous but not essential.
• Strong problem-solving, excellent attention to detail, and ability to work independently to deadlines with minimal supervision.

Responsibilities

• Support an internal project transferring pension structures to the specialist Pensions team.
• Review client profiles and ensure clients are correctly categorised ahead of legal review.
• Review documentation held within the project data room.
• Ensure the appropriate documentation is provided to lawyers preparing Deeds of Retirement and Appointment.
• Identify and locate missing client or entity documentation.
• Add relevant missing documentation to the data room.
• Identify and remove unnecessary or irrelevant documentation.
• Ensure files are complete, accurate and appropriately organised for the next stage of the project.

Skills

Trusts and fiduciary structures

Portfolio management

Attention to detail

Independent working

Problem-solving

Education

A-Level standard or equivalent

Job description

Leapfrog Recruitment Consultants is seeking a detail-focused professional to join a Private Wealth team on a 6-month fixed-term basis. You will review client profiles, assess documentation, and identify gaps before files progress to legal review.

You will apply your trust knowledge and manage your own portfolio where needed, ensuring accuracy and organisation throughout the project, with tight deadlines and collaborative teamwork. For a full job description, please call or email.