Pension Scheme Governance Expert
3 weeks ago
As a result of recent client wins, a family-run pension company, Bruin Financial, is seeking an experienced pension professional to join their Trustee team.
Key Responsibilities:- Assist with trustee meetings, including meeting packs, attendance, minutes, and action points.
- Utilize a workflow monitoring system to ensure timely completion of tasks and adherence to statutory deadlines.
- Liaise with service providers, such as actuaries, administrators, and lawyers, via phone, email, and letter for scheme and member-specific tasks.
- Provide a friendly and trusted point of contact for clients and scheme members, directing queries and ensuring timely responses.
- Assist in drafting and reviewing scheme documents, including annual accounts, summary funding statements, newsletters, and scheme returns.
- Contribute to client onboarding, encompassing due diligence, document collection, and review.
- Participate in meetings with clients and new client pitches.
- Support trustees, potentially taking on a lead role.
Successful candidates will have experience in a scheme secretarial or scheme management role, with a solid understanding of defined benefit schemes, secretarial, and governance support.
This is an exciting opportunity to join an established company at a growth stage, allowing for professional growth and development within the role.
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Pension Scheme Governance Professional
4 weeks ago
Solihull, Solihull, United Kingdom Bruin Full timeAbout the RoleDue to new client wins, a family-run pension company, Bruin Financial, is seeking an experienced pension professional to join their Trustee team as a Pension Scheme Governance Professional. The role will involve working within a small trustee team to manage the operation and governance of a number of small defined benefit schemes.Key...
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Pension Professional
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Pension Trustee Support Specialist
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Solihull, Solihull, United Kingdom Bruin Full timeDue to new client wins, a family run pension company providing services to defined benefit pension schemes has an exciting 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...
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