IDEX Consulting are looking for a Pensions Trustee Consultant for our award winning client. This is an exciting role that would most likely suit someone with previous experience in pensions secretarial role or pensions governance.If you have passion for client service, excellent communication skills with drive and enthusiasm then get in touch.Responsibilities:
- Provide general support to the wider consulting team
- With the assistance of a senior colleague, you will prepare for, attend, and follow up from client meetings
- Draft minutes from client meetings within agreed timescales and ensure that action points are communicated to relevant parties and followed up
- Pro-actively supervise day-to-day project and client activities, seek support from more experienced colleagues for more complex situations
- Support the management of client accounts and build initial client relationships
- Assist with scheme governance matters such as monitoring statutory deadlines, setting up and maintaining scheme business plans, maintaining scheme document libraries
- Continued development of technical knowledge and understanding of client issues
Essential Criteria:
- Previous Pensions industry experience, particularly within the Pensions Secretarial Market
- Knowledge and experience of MS Office Products including proficiency in Excel and Word
- Strong organisation and communication skills
- A can-do attitude and a willing to learn and develop
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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.