Assistant Pension Trustee

3 months ago

Birmingham, United Kingdom Bruin Full time

Due to new client wins, a family run pension company providing services to defined benefit pension schemes have a great opportunity available for an experienced pension professional to join their Trustee team.


The role will involve working within a small trustee team to manage the operation and governance of a number of small DB schemes. The role will include the following:

  • Assisting with all aspects of trustee meetings (meeting packs, meeting attendance, minutes and action points)
  • Using workflow monitoring system to ensure that all work targets are met and tasks completed within statutory deadlines.
  • Liaising with service providers (actuaries, administrators, accountants, and lawyers etc) by phone, e-mail and letter, in the management of scheme and member specific tasks.
  • Being a friendly and trusted first point of contact for clients and scheme member. Directing their queries as appropriate and ensuring that responses are provided in a timely manner.
  • Assisting in the drafting and review of scheme documents, such as annual accounts, summary funding statements, newsletters, and scheme returns.
  • Assisting with client take on – due diligence, document collation and review.
  • Participating in meetings with clients and new client pitches.
  • Supporting trustees, or potentially take on a lead role


Ideally, you will have experience of acting in a scheme secretarial/scheme management role and have a good working knowledge of DB schemes, secretarial and governance support.


This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.


If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

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