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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 experience
Professional qualifications (e.g., APMI) desirable or actively pursuing
Strong commercial acumen and ability to deliver added value
Excellent relationship-building and communication skills
Commitment to ensuring quality, accuracy, and meeting timescales
Passion for delivering exceptional client service
Benefits
Competitive employer pension contribution and employee matching
Generous holiday allowance of 26 days plus bank holidays
Private Medical Insurance (PMI) after probationary period
Supportive and collaborative work environment with a focus on well-being
