Secretary to Trustees

2 days ago

West Midlands, United Kingdom BranWell Ford Full time

Our client, a leading pension consultancy in Solihull, is seeking an Assistant Pension Trustee to provide hands-on support to their small and medium-sized defined benefit (DB) pension scheme clients. If you're looking for a collaborative and supportive environment to grow your pensions career, this could be the perfect opportunity. This is a hybrid role. Position Overview As an Assistant Pension Trustee, you will play a vital role in supporting the smooth operation of trustee meetings, liaising with service providers, and serving as a key point of contact for clients and scheme members. Your work will directly contribute to the effective management of DB pension schemes. Responsibilities * Assist with all aspects of trustee meetings * Use workflow system to ensure timely task completion * Liaise with service providers and support trustees * Be a contact point for clients and members * Draft and review scheme documents * Assist with client onboarding and attend client meetings Requirements * Experience in scheme secretarial/management role * Knowledge of DB schemes and trustee responsibilities * Proficiency in Microsoft Office tools * Strong communication and organisational skills Benefits * Competitive salary based on experience, plus bonus * Pension, life assurance, and PHI * 25 days annual leave plus bank holidays * Support for PMI qualifications to aid career progression 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.

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