Assistant Pension Trustee - Birmingham

Salary Description:
£27000 - £37000 per annum
Location Description:
Solihull, West Midlands
Job Role:
Pension Trustee
Employment Type:
Full-time
Contract Type:
Permanent
Application Deadline:
Unspecified
Posted:
9th July 2024
Recruiter:
BranWell Ford Associates
Job Ref:
HB18524

Our client, a leading pension consultancy in Solihull, is seeking an Assistant Pension Trustee to provide hands-on support to their small and medium-sized defined benefit (DB) pension scheme clients. If you're looking for a collaborative and supportive environment to grow your pensions career, this could be the perfect opportunity.

Position Overview

As an Assistant Pension Trustee, you will play a vital role in supporting the smooth operation of trustee meetings, liaising with service providers, and serving as a key point of contact for clients and scheme members. Your work will directly contribute to the effective management of DB pension schemes.

Responsibilities

• Assist with all aspects of trustee meetings

• Use workflow system to ensure timely task completion

• Liaise with service providers and support trustees

• Be a contact point for clients and members

• Draft and review scheme documents

• Assist with client onboarding and attend client meetings

Requirements

• Experience in scheme secretarial/management role

• Knowledge of DB schemes and trustee responsibilities

• Proficiency in Microsoft Office tools

• Strong communication and organisational skills

Benefits

• Competitive salary based on experience, plus bonus

• Pension, life assurance, and PHI

• 25 days annual leave plus bank holidays

• Support for PMI qualifications to aid career progression

How to Apply

To apply for this position, please send a copy of your CV including the job reference number.

To find out more or for a confidential chat to discuss any other roles, please call us directly on 01279 859000, we would be delighted to speak with you.

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