Professional Trustee

Professional Trustee and Governance, DB Pensions

UK wide with Hybrid working arrangements.

I’m working with a growing professional trustee team that is scaling its ongoing trusteeship offering. They are recruiting across the board, so I am keen to speak with people at different stages, from early governance and trustee support through to experienced, accredited professional trustees.

If you like being close to Trustee decision making, keeping schemes well-run, and building strong working relationships with advisers and sponsors, this is a strong platform.

The work
Depending on your background and seniority, you could be involved in a mix of the following:

• Coordinating scheme governance activity and keeping internal reporting accurate and up to date
• Managing business plan actions, tracking progress, and making sure deadlines are met
• Planning Trustee meetings, shaping agendas, and producing clear meeting packs
• Drafting minutes and action points that are accurate, timely, and easy to follow
• Chasing actions through to completion and keeping stakeholders accountable
• Supporting budgets and monitoring spend, including invoice review and approvals
• Responding to member queries in a confident, professional way
• Collating and reviewing information for Trustee discretions and decision support
• Building strong relationships with advisers, administrators, and sponsors
• For those at the experienced end, taking a lead role in Trustee discussions and decision making on complex matters

What I am looking for
This is intentionally broad, because the team is hiring across multiple seats.

• Experience in DB pensions in a governance, trustee support, trusteeship, or administration capacity
• Strong organisation and attention to detail, especially with documentation and follow through
• Confidence handling multiple moving parts and working to deadlines
• Clear written communication, particularly if you are producing minutes or formal records
• A collaborative approach with advisers and sponsors
• Professional Trustee accreditation is a plus where relevant, but not required for every role

Working setup
Hybrid or remote working is available depending on the specific position and scheme requirements. Benefits are competitive and typically include pension matching, life assurance, income protection, health support and a flexible benefits package.

If you send me a CV or a quick summary of your current remit, I will come back with the best fit roles and the salary range that matches your level.