Secretary to Trustees & Governance

BranWell Ford; West Midlands Combined Authority; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading pension consultancy in Solihull is looking for an Assistant Pension Trustee to enhance their team's capabilities. The ideal candidate will facilitate trustee meetings and provide vital support to ensure efficient management of defined benefit pension schemes. This hybrid role offers competitive salary benefits and an opportunity for career growth, including support for PMI qualifications.

Benefits

Pension

Life assurance

25 days annual leave plus bank holidays

Support for PMI qualifications

Qualifications

• Experience in scheme secretarial/management role.
• Knowledge of DB schemes and trustee responsibilities.

Responsibilities

• Assist with all aspects of trustee meetings.
• Liaise with service providers and support trustees.
• Draft and review scheme documents.

Skills

Communication

Organisational skills

Proficiency in Microsoft Office

Job description

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Secretary to Trustees & Governance, West Midlands

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Client:

BranWell Ford

Location:

West Midlands, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

cff08c55d82c

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Our client, a leading pension consultancy in Solihull, is seeking an Assistant Pension Trustee to provide hands-on support to their small and medium-sized defined benefit (DB) pension scheme clients. If you're looking for a collaborative and supportive environment to grow your pensions career, this could be the perfect opportunity.

This is a hybrid role.

Position Overview

As an Assistant Pension Trustee, you will play a vital role in supporting the smooth operation of trustee meetings, liaising with service providers, and serving as a key point of contact for clients and scheme members. Your work will directly contribute to the effective management of DB pension schemes.

Responsibilities

* Assist with all aspects of trustee meetings

* Use workflow system to ensure timely task completion

* Liaise with service providers and support trustees

* Be a contact point for clients and members

* Draft and review scheme documents

* Assist with client onboarding and attend client meetings

Requirements

* Experience in scheme secretarial/management role

* Knowledge of DB schemes and trustee responsibilities

* Proficiency in Microsoft Office tools

* Strong communication and organisational skills

* Competitive salary based on experience, plus bonus

* Pension, life assurance, and PHI

* 25 days annual leave plus bank holidays

* Support for PMI qualifications to aid career progression

How to Apply

To apply for this position, please send a copy of your CV including the job reference number.

To find out more or for a confidential chat to discuss any other roles, please call us directly on 01279 859000, we would be delighted to speak with you.