Professional Trustee

Law Debenture Holdings Inc.; City Of London; On-site; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary with annual review

Generous pension contribution

Full healthcare cover

Attractive office space

Job summary

LawDeb is seeking talented mid-career professionals to move into independent professional pension trusteeship. You will join a collaborative team and develop with smaller to mid-sized clients, corporate sole trustee clients, or larger schemes with experienced colleagues.

Career progression to trustee director is expected in 3–6 years. We offer a competitive salary, generous pension, full healthcare and attractive office space in London or Manchester.

Qualifications

• 15+ years of professional experience, with at least 10 years in a pension or investment-related role.
• Strong interpersonal and commercial skills with ability to win sponsors' trust.
• Hold a professional qualification (Actuarial, Legal, Investment, Accounts or PMI).
• Business development and trustee/committee experience is desirable but not essential.

Responsibilities

• Represent LawDeb on smaller to mid-sized pension scheme clients alongside Trustee directors and colleagues.
• Ensure schemes are effectively managed and advised in all aspects, including daily decisions balancing beneficiaries' interests.
• Proactively market services to potential and existing clients to generate new business.

Skills

Interpersonal skills

Commercial experience

Business development

Trustee experience

Education

15+ years professional experience in pensions/investments

Professional qualification (Actuarial/Legal/Investment/Accounts/PMI)

Job description

Professional Trustee

London or Manchester

LawDeb is an unusual and exciting proposition; on a day-to-day basis we are nimble, ambitious and small enough to know everyone by name, whilst also benefiting from the profile and credibility of a listed business. This is thanks to our 137-year-old FTSE250 investment trust and our fast-growing independent professional services business of over 300 colleagues across 6 business lines.

At LawDeb, doing work that has a positive impact is important to us. We need the very best people to be the custodians of our business for the next stage of our proud history and growth. We're ambitious to innovate, collaborate and push forward in providing peace of mind and excellence for our clients and each other.

We're on a journey to shape a culture we're all proud to be part of. One where everyone feels trusted, supported and empowered to own their success. Working at LawDeb, you will have access to our enviable network of clients and innovative projects, as well as brilliant colleagues to learn from and collaborate with.

Role Overview:

We have an exciting new opportunity for talented mid-career individuals looking to move into independent professional pension trusteeship. We are looking to enhance our trustee team with new colleagues who will expand the skills and diversity of our team and bring a fresh perspective. Within our highly collaborative and friendly team, we would support your development as a trustee, including initially working with smaller to mid-sized clients, corporate sole trustee clients, or our larger and more complex schemes alongside experienced colleagues. Business development will form part of this role, with support to win new clients. Career progression to full trustee director would be expected to take three to six years depending on individual circumstances.

Role Duties:

• Take responsibility for representing LawDeb on smaller to mid-sized pension scheme clients, together with working alongside the Trustee directors and Pegasus colleagues on corporate sole trustee clients, or our larger and more complex schemes with support from experienced colleagues to provide best in class trustee services.
• Ensuring that the schemes LawDeb is appointed to are effectively managed and suitably advised in all aspects, including taking decisions on a daily basis on your schemes which take into account the interests of all beneficiaries.
• Pro-actively marketing our services to potential clients, existing clients and other referrers of business, in partnership with other colleagues, with a view to generating new business and additional revenue.

Is this you?

Essential Knowledge, Skills and Experience required:

• At least 15 years of professional experience, with at least 10 years in a pension and/or investment-related role.
• Strong interpersonal skills and commercial experience and an ability to develop new relationships and win the trust of sponsors and trustee boards.
• Hold a professional qualification, for example, Actuarial, Legal, Investment, Accounts, Pensions (PMI).
• Business development experience is desirable but not essential.
• Trustee or executive committee experience is desirable but not essential.
• Committed to a long-term career in trusteeship, including completing the Trustee Toolkit and undertaking the Pensions Management Institute's Award in Pension Trusteeship.
• Self-motivated and confident working with clients autonomously, with guidance and support from more experienced colleagues.

Your Reward:

This is an exciting opportunity for self-motivated individuals working in the broader pensions area to switch into pension trusteeship, in a highly supportive environment. At LawDeb we see pension trusteeship as a career and are committed to training our people and working collaboratively for the benefit of our clients. Our structure means we are able to support your development as a trustee, including through working with our existing clients alongside experienced trustee directors.

Benefits

• Competitive salary with annual review and performance bonus scheme
• Generous pension contribution
• Full healthcare cover
• Attractive office space

Things to note:

People who thrive at LawDeb make the most of this foundation to grow themselves, help us improve and have fun playing their part in building the culture that is fuelling our growth.

LawDeb hires people based on personal merit and qualifications regardless of age, disability, gender, gender identity, gender expression, race, religion or belief, sexual orientation, socioeconomic background or any other protected attribute. We celebrate the diversity of our colleagues and provide an inclusive environment so you can bring your true self to work. We recognise that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. If you feel that you require any reasonable adjustments to be able to participate in this recruitment process, please provide further details where prompted.

Please note that we have a thorough referencing process, which includes credit and criminal record checks.

If you'd like to find out more about LawDeb and our open vacancies, please contact our careers team [e-mail].