Rui Marques TEP

Senior Administrator at Forward Group Limited - Jersey Trust and Company Business
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Contact Information
us****@****om
(386) 825-5501
Location
JE

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Credentials

  • STEP Diploma in International Trust Management
    STEP
    Sep, 2017
    - Nov, 2024
  • STEP Certificate in International Trust Management
    STEP

Experience

    • Jersey
    • Financial Services
    • 1 - 100 Employee
    • Senior Administrator
      • Feb 2023 - Present

    • Jersey
    • Financial Services
    • 700 & Above Employee
    • Client Manager
      • Jan 2022 - Jan 2023

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Senior Administrator
      • Apr 2021 - Dec 2021

    • Canada
    • Banking
    • 700 & Above Employee
    • Senior Officer
      • Feb 2018 - Apr 2021

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Pension Administrator
      • Aug 2010 - Feb 2018

      All aspects of Pension administration including arranging transfers from various pension schemes, making regular and lump sum payments to investment houses. Establishing different types of pension vehicles (such as Retirement Annuity Trusts, Approved Drawdown Contracts and SIPP Companies) and bookkeeping. All aspects of Pension administration including arranging transfers from various pension schemes, making regular and lump sum payments to investment houses. Establishing different types of pension vehicles (such as Retirement Annuity Trusts, Approved Drawdown Contracts and SIPP Companies) and bookkeeping.

Education

  • Hautlieu School
    2005 - 2007
  • Grainville School
    2002 - 2005

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