About the company:
Alexander Lloyd is working in partnership with an award-winning independent professional trustee firm and part of an integrated group of independently owned companies. Since their inception, our client has grown to become one of the largest independent professional trustee companies in the UK. Their services include executive and non-executive trustee appointments and trusteeship for schemes with complex backgrounds, such as those sponsored by employers in financial distress or engaged in wind-up/PPF assessment.
Our client is committed to providing professional trusteeship careers and support accredited pensions trusteeship qualifications for all our professional trustees. The business is based on a culture of delivering high-quality professional services through strong personal relationships and innovative solutions.
About the role:
We are seeking a self-motivated and knowledgeable Pensions Trustee Associate to join the experienced professional Trusteeship team. The role is perfect for a pensions professional eager to enhance and support the development of the trusteeship business and embark on or further develop a career as a professional trustee.
The successful candidate will support experienced Trustees in delivering excellent trusteeship services and contribute to the development of our portfolio of appointments. Your role will focus on providing effective governance of pension schemes, including scheme secretariat services. In addition to this, you will be responsible for building and maintaining client relationships, managing key deliverables, and ensuring timely and high-quality service delivery.
Key responsibilities:
* Progress scheme business plan tasks and actions, ensuring statutory timeframes are met.
* Plan and prepare Scheme / trustee meetings, including preparing agenda and meeting packs.
* Draft and distribute minutes and agreed actions regularly.
* Review scheme budgets and ensure invoices are within agreed budgets and settled within terms.
* Arrange regular internal team meetings to discuss and agree on ongoing actions.
* Handle individual member queries promptly and efficiently.
* Overseer and update key scheme compliance and governance documentation.
Experience required:
* 3-5 years’ experience as a pension professional, with a solid background in either pension administration, scheme secretariat, pensions manager, or pension consultancies practise.
* Experience of understanding the coordination of trustee meetings, producing draft minutes, and managing matters arising.
* Excellent communication skills, both written and oral, with the ability to liaise with and manage trustee advisers to ensure key deliverables.
* Knowledge of pension legislation, regulations, and other aspects of pensions law and practice, including scheme governance, management, and compliance.
* Proficient in project and budget management
* Evidence of client management responsibilities and strong relation / client management skills
Desirable criteria:
* Working towards or successfully completed a relevant Professional Qualification (such as APMI or FPMI).
* Knowledge and experience with the Pension Protection Fund (PPF) and understanding of The Pensions Regulator (TPR).
* Good understanding of winding up a pension scheme.
Please quote 50729 when calling Yvette at Alexander Lloyd or email them at . This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Pensions and Employee Benefits recruitment; covering administration, consulting, management, sales, support, trustee secretarial and directorship roles across the UK.
Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.