Trustee Support / Pension Scheme Secretary – Qualification Suppo
| Job Type | Permanent full-time |
| Location | Birmingham |
| Area | Warwickshire, EnglandWest Midlands, England |
| Sector | Pensions & Employee Benefits |
| Salary | £25000 - £40000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 215478 |
| Job Views | 415 |
- Description
- Trustee Support / Pension Scheme Secretary – Qualification Support
Birmingham - £25000 - £40000 – Experience Dependent
An established Pensions Consultancy who prides themselves on a providing a personal first class service to clients have an excellent career opportunity for someone who is looking to develop their career within Pension Trustee Services.
They are offering a strong mentoring opportunity, with qualification support and a chance to be heavily involved in client relationship management.
Working in the trustee & governance team you will be a key member and will have a varied challenging role which you can build upon. Duties will include –
- Arranging trustee meetings, preparing trustee papers, appropriate meeting packs and drafting agendas.
- Draft and review client scheme documents – scheme returns, funding statements and annual accounts.
- Assist with client onboarding – conducting relevant due diligence, gathering documentation.
- Liaise with actuaries, accountants, lawyers, and pension administrators - requesting information, managing scheme queries and general correspondence.
- Attend and participate in client meetings. Develop your consultancy soft skills.
- Act as a point for clients, helping answer queries, directing enquiries and always ensure they are receiving an excellent level of service.
- Develop your knowledge and expertise, supporting consultants with a diverse range of duties providing you with good exposure and training you towards taking a lead consultancy role.
For more information, please contact Richard Garbett.