Our client, a leading international provider of bespoke pensions services, is seeking a skilled Trustee Executive to join their team. This is an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.
Position Overview
As a Trustee Executive, you will play a vital role in delivering high-quality services to a portfolio of clients, ensuring effective governance and compliance while building strong relationships with key stakeholders.
Responsibilities
- Deliver services to large clients alongside Senior Trustee Executives
- Act as scheme secretary to a number of Trustee Board and Sub-Committee meetings.
- Facilitate communication between trustees, company contacts, and advisers
- Manage Trustee effectiveness reviews and coordinate training events
- Complete IDRP, complaint and discretion cases
- Manage margins on fixed fee and time-cost clients
- Attend and participate in new business presentations
- Identify, agree upon, and implement service improvements
- Build and maintain effective relationships with clients and contacts
- Coordinate and review communication strategies, plans, and materials
- Review work completed by Trustee Administrators and Assistant Executives
- Mentor, train, and develop colleagues to support their growth
Requirements
5-10 years' technical pensions knowledge and experienceProfessional qualifications (e.g., APMI) desirable or actively pursuingStrong commercial acumen and ability to deliver added valueExcellent relationship-building and communication skillsCommitment to ensuring quality, accuracy, and meeting timescalesPassion for delivering exceptional client serviceBenefits
Competitive employer pension contribution and employee matchingGenerous holiday allowance of 26 days plus bank holidaysPrivate Medical Insurance (PMI) after probationary periodSupportive and collaborative work environment with a focus on well-beingHow 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.