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.
