Junior Pension Advisor

3 weeks ago


West Midlands, United Kingdom Alexander Lloyd Full time
Position Overview

Join a dedicated and specialized Pensions firm that focuses on delivering tailored services to smaller Defined Benefits Pension schemes.

Key Responsibilities

  • Collaborating with a compact trustee team to oversee the administration and governance of various small DB schemes.
  • Supporting all facets of trustee meetings, including preparation of meeting materials, participation, documentation of minutes, and follow-up on action items.
  • Serving as a reliable and approachable first point of contact for clients and scheme participants.
  • Assisting in the creation and evaluation of scheme documentation, including annual financial statements, summary funding reports, newsletters, and regulatory submissions.

Qualifications

  • Experience in a scheme secretarial or management capacity is preferred.
  • Solid understanding of DB schemes, trustee roles, and governance support.
  • A robust background in the administration of Defined Benefit pension schemes.
  • Prior experience in client interactions or participation in client meetings is advantageous.

Incentives

  • Support and encouragement for membership in the Pensions Management Institute and completion of relevant examinations (such as the Award in Pension Trusteeship).
  • Opportunities for advancement through PMI qualifications.

This role presents an excellent opportunity to be part of a company that fosters a familial atmosphere, distinct from conventional large Third Party Administrators or Consultancies.



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