Professional Trustee

We are working with a leading pensions and professional services organisation who are seeking a Professional Trustee to join their team.

This is an exciting opportunity for mid-career professionals looking to move into independent professional pension trusteeship. You will initially work with smaller to mid-sized clients, corporate sole trustee clients, or larger, more complex schemes alongside experienced colleagues. The role offers a clear path to career progression to Trustee Director within three to six years, depending on experience.

Key Responsibilities:

• Represent the organisation on smaller to mid-sized pension scheme clients, working alongside experienced colleagues on larger or more complex schemes.
• Ensure schemes are effectively managed and suitably advised, taking day-to-day decisions in the interests of all beneficiaries.
• Collaborate with colleagues on corporate sole trustee and multi-trustee schemes to deliver best-in-class trustee services.
• Proactively market services to potential clients, existing clients, and referrers, supporting business development and revenue growth.
• Participate in ongoing trustee training and development, including completion of the Trustee Toolkit and the Pensions Management Institute's Award in Pension Trusteeship.

Skills, Experience & Qualities Required:

• At least 15 years of professional experience, including a minimum of 10 years in a pensions or investment-related role.
• Professional qualification in areas such as Actuarial, Legal, Investment, Accounts, or Pensions (PMI).
• Strong interpersonal and commercial skills, with the ability to develop relationships and earn the trust of sponsors and trustee boards.
• Business development experience is desirable but not essential.
• Trustee or executive committee experience is desirable but not essential.
• Self-motivated and confident, able to work autonomously while seeking guidance from experienced colleagues.
• Committed to a long-term career in trusteeship.

What's On Offer:

• Competitive salary with annual review and performance bonus scheme.
• Generous pension contribution.
• Full healthcare cover.
• Hybrid and flexible working arrangements.
• Opportunity to develop a long-term career in professional pension trusteeship with strong mentorship and support.
• Collaborative and supportive team environment.