Back to jobs

Senior Consultant - Pension Trustee Services

Job description

**Company Overview:**
Join a leading professional trustee company renowned for its pragmatic, collaborative, and professional approach to pension scheme management. Our diverse team of over 125 professionals encompasses a wide range of backgrounds and specialties, creating a powerhouse of governance expertise.

**About the Role:**
As a Senior Associate, you'll play a pivotal role in providing governance and project management services for our esteemed clients. Whether serving as Co-Trustee, Chair, or Professional Corporate Sole Trustee, you'll ensure seamless scheme management, compliance, and strategic decision-making. You'll also have opportunities to engage with schemes in PPF assessment and take on key responsibilities as a Second Accredited Trustee.

**Key Responsibilities:**

  • Oversee trustee activities, including funding and investment management under delegated authorities
  • Coordinate member communications and handle discretionary benefits cases and complaints
  • Support Board and Committee Meetings, including agenda preparation and minute-taking
  • Lead projects and provide backup for Trustee Managers when required
  • Ensure compliance with regulatory requirements and draft necessary policies and procedures
  • Manage scheme activities according to the Trustee's Business Plan
  • Manage documentation, including file organisation and proofreading documents
  • Contribute to team development, service enhancement, and business growth initiatives


  • Experience with defined benefit occupational pension schemes
  • Understanding of Defined Contribution pension schemes
  • Up-to-date knowledge of pensions legislation and industry practices, particularly regarding regulatory and governance aspects
  • Proficiency in budget monitoring and invoicing processes
  • Strong project management and member communication skills
  • Excellent interpersonal skills for effective stakeholder communication
  • Experience in people management, including team leadership and performance coaching
  • Commitment to continuous professional development

**Desirable Experience:**

  • Experience with scheme discontinuance and PPF
  • Progress towards professional qualifications like PMI Award in Pensions Trusteeship
  • Evidence of Continued Professional Development

Join our dynamic team and make a meaningful impact in the pension trustee services sector. Apply now to become our next Senior Associate and be part of our mission to support trustees and sponsors in navigating regulatory complexities with confidence.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.