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Trustee Manager

We're seeking an experienced Trustee Manager with a strong background in governance and secretarial services to oversee a significant hybrid defined benefit pension scheme. Offering flexible working arrangements and room for personal development, this role is an excellent opportunity to apply your expertise within a dynamic consultancy environment.

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icon Location

London / Farnborough / Remote

icon Contract

Permanent, full-time

icon Application closing

14 Jun 2024

icon Reference

TM-2024

Job posted: 15 May 2024

Trustee Manager

We are looking for an experienced Trustee Manager to join our Client Team, primarily responsible for delivering unparalleled governance and secretarial services for a significant hybrid defined benefit pension scheme.

In this pivotal role, you will coordinate the trustee board and its sub-committees, prepare meeting packs, draft and present meeting papers, and liaise with regulatory bodies. The role extends to overseeing Internal Dispute Resolution Procedures (IDRPs) and discretionary cases. You’ll manage all governance documents, such as annual business plans and risk registers, and contribute to creating regular trustee communications like annual newsletters and summary funding statements.

This role demands a high level of expertise; therefore, an APMI qualification or its equivalent is essential, along with a minimum of five years of relevant experience. Exceptional communication, organisational, and project management skills are required. Previous experience in delivering a similar service would be considered advantageous. The position comes with flexible working arrangements, including the option of remote working, subject to meeting schedules and client needs.

This role offers the opportunity for personal development, as you will also be expected to serve as a role model and mentor for colleagues. This position offers an exceptional opportunity to leverage your trustee managerial and secretarial expertise within a dynamic consultancy setting.

Key Responsibilities

Trustee Meetings Management:

  • Coordinate logistics and draft proposed agendas for trustee meetings
  • Confirm agendas in consultation with the Chair of the Trustee Board
  • Oversee briefings for providers attending meetings
  • Prepare comprehensive meeting packs and present meeting papers

 

Governance and Documentation:

  • Manage all governance documents, including annual business plans, risk registers, and terms of reference
  • Maintain and update reference information and training logs
  • Draft regular trustee communications such as annual newsletters and summary funding statements

 

Compliance and Regulatory Liaison:

  • Engage with regulatory bodies as needed
  • Oversee Internal Dispute Resolution Procedures (IDRPs) and discretionary cases

 

Project Management:

  • Manage regular and ad-hoc projects, including stakeholder engagement
  • Develop and implement innovative solutions in collaboration with internal colleagues
  • Knowledge of ISO 27001 policies and procedures


Qualifications and Skills

  • APMI qualification or equivalent is essential
  • Excellent communication, organisational, and project management skills
  • Minimum of five years of relevant experience
  • Previous experience in a similar in-house role would be advantageous
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Line manager: Daniel Taylor, Client Director

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