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Trustee Associate

IDEX Consulting Ltd
Posted 14 hours ago, valid for 24 days
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • IDEX Consulting is seeking a Trustee Associate for a leading Trustee consulting firm in the UK.
  • The ideal candidate should have experience in Defined Benefit (DB) or Defined Contribution (DC) occupational pension schemes and strong governance skills.
  • Key responsibilities include maintaining governance of pension schemes, acting as a Scheme Secretary, and managing key projects.
  • Candidates should have progress towards professional qualifications and experience with the Pension Protection Fund is a plus.
  • The role offers a competitive salary, and candidates should have relevant experience in the field.

IDEX Consulting is working with one of the UK's leading Trustee consulting firms in the search for a Trustee Associate for their award winning client.This role will benefit someone who is from a pension scheme governance background and looking for an opportunity to make a real impact in the industry.What You'll Do:

  • Maintain good governance of occupational pension schemes, whether ongoing, winding up, or in a Pension Protection Fund Assessment Period
  • Writing minutes accurately and noting actions to be taken
  • Act as a Scheme Secretary, supporting trustees with governance, reporting, and compliance
  • Manage key projects including adviser reviews, liability management exercises, member case reviews, and regulatory reporting

What We're Looking For:

  • Experience in Defined Benefit (DB) or Defined Contribution (DC) occupational pension schemes.
  • Strong skills in governance, administration, and compliance.
  • Expertise in Microsoft Office Suite and project management
  • Progress towards professional qualifications (PMI Award in Pensions Trusteeship or equivalent).
  • Pension Protection Fund experience is a plus!

Please apply or reach out to

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.