Our client, a leading international provider of bespoke pensions services, is seeking a skilled Trustee Executive to join their team. This is an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.
Position Overview
As a Trustee Executive, you will play a vital role in delivering high-quality services to a portfolio of clients, ensuring effective governance and compliance while building strong relationships with key stakeholders.
Responsibilities
• Deliver services to large clients alongside Senior Trustee Executives
• Act as scheme secretary to a number of Trustee Board and Sub-Committee meetings.
• Facilitate communication between trustees, company contacts, and advisers
• Manage Trustee effectiveness reviews and coordinate training events
• Complete IDRP, complaint and discretion cases
• Manage margins on fixed fee and time-cost clients
• Attend and participate in new business presentations
• Identify, agree upon, and implement service improvements
• Build and maintain effective relationships with clients and contacts
• Coordinate and review communication strategies, plans, and materials
• Review work completed by Trustee Administrators and Assistant Executives
• Mentor, train, and develop colleagues to support their growth
Requirements
• 5-10 years' technical pensions knowledge and experience
• Professional qualifications (e.g., APMI) desirable or actively pursuing
• Strong commercial acumen and ability to deliver added value
• Excellent relationship-building and communication skills
• Commitment to ensuring quality, accuracy, and meeting timescales
• Passion for delivering exceptional client service
Benefits
• Competitive employer pension contribution and employee matching
• Generous holiday allowance of 26 days plus bank holidays
• Private Medical Insurance (PMI) after probationary period
• Supportive and collaborative work environment with a focus on well-being
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.
