Pension Scheme Governance Expert

3 weeks ago


Solihull, Solihull, United Kingdom Bruin Full time
Trustee Support Opportunities at Bruin Financial

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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