Trustee Governance Support - In-house Pension Team

JPMorgan Chase & Co.; Easter Howgate; On-site; GBP 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. is looking for a Pensions Specialist (Trustee) in Easter Howgate, Scotland, to support the governance and management of their UK trust-based pension schemes. The role involves close collaboration with Trustees and stakeholders, managing documentation, coordinating projects, and ensuring compliance with pensions legislation. Ideal candidates should have experience with defined benefit and contribution schemes, strong organisational skills, and a focus on risk management. An excellent opportunity in a dynamic pensions team.

Qualifications

• Experience working with UK trust-based defined benefit and/or defined contribution pension schemes.
• Experience supporting Trustee Boards or governance structures.
• Strong understanding of UK pensions legislation, regulation, and governance best practice.

Responsibilities

• Support Trustee Boards and sub-committees by coordinating meetings and drafting minutes.
• Maintain and manage documentation on trustee and governance portals.
• Coordinate and oversee projects such as annual scheme audits and member communications.

Skills

Experience working with UK trust-based defined benefit and/or defined contribution pension schemes

Experience supporting Trustee Boards or governance structures

Strong understanding of UK pensions legislation, regulation, and governance best practice

Proven ability to manage multiple priorities

Analytical mindset with a practical, problem-solving approach

Strong organisational skills

Clear and confident communication skills

Strong focus on risk management and control

Job description

Are you looking to take the next step in your pensions career within a highly regarded, in‑house pensions team? This role offers exposure to complex UK pension schemes, strong trustee engagement, and the opportunity to deepen your technical and governance expertise in a collaborative environment.

As a Pensions Specialist (Trustee) within the UK Pensions & Benefits team, you will play a key role in supporting the governance, management, and day‑to‑day operation of the firm’s UK trust‑based defined benefit and defined contribution pension schemes. You will work closely with Trustees, internal stakeholders, and external advisers to ensure schemes are operated effectively, compliantly, and in line with best practice.

The UK Pensions & Benefits team has responsibility for the firm’s trust‑based UK benefit programmes, including a comprehensive flexible benefits offering, a large medical trust, and five UK pension schemes, the largest of which has approximately 60,000 members.

Job Responsibilities

• Support Trustee Boards and sub‑committees by coordinating meetings, preparing papers, attending meetings, drafting minutes, and tracking actions
• Maintain and manage documentation on trustee and governance portals
• Keep governance materials up to date, including risk registers, business plans, and policies
• Coordinate and oversee projects such as annual scheme audits, member communications, newsletters, and benefit statements
• Act as a key point of contact for external administrators, including service delivery oversight, handling discretionary death benefit processes, and managing member queries and complaints
• Support oversight of services provided by external advisers, including auditors, actuaries, lawyers, and investment consultants
• Provide ongoing support to the Pensions Manager and wider team in the operation and management of UK pension schemes and related projects

Required Qualifications, Capabilities, and Skills

• Experience working with UK trust‑based defined benefit and/or defined contribution pension schemes
• Experience supporting Trustee Boards or governance structures
• Strong understanding of UK pensions legislation, regulation, and governance best practice
• Proven ability to manage multiple priorities with strong attention to detail
• Analytical mindset with a practical, problem‑solving approach
• Strong organisational skills and ability to take ownership of workstreams and projects
• Clear and confident communication skills, with the ability to engage effectively with stakeholders at all levels
• Strong focus on risk management and control

Preferred Qualifications, Capabilities, and Skills

• Experience gained within an in‑house pensions team or pensions consultancy
• Exposure to working with multiple pension schemes or complex benefit structures
• Experience coordinating projects across multiple internal and external stakeholders