J

  • Job Title

    Operations Support
  • Company

    Curtis Banks
  • Country

    0
  • Subject Studied

    Accountancy/Finance
  • University

    Aston University
  • Job Sector

    Business, Accounting & Finance

Please give a brief description of your job and what it involves?

J works for Curtis Bank which is a provider of Small Invested Personal Pension schemes. The role entails providing support for the administration of the company Pension Scheme client base, including setting up pension scheme client cases and running Money Laundering checks on clients.Organising the transfer into pension scheme arrangements of investments and funds from alternative providers.The calculation of capped pension scheme drawdown limits.Carry back/forward calculations and running FSA compliant scheme illustrations for clients and more.

What key advice would you give to current students who would like to get into a similar job to you?

Don′t give up!

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