At a Glance
- Tasks: Support Trustee Executives in delivering top-notch governance services and client interactions.
- Company: Join a respected pensions consultancy with a collaborative and supportive culture.
- Benefits: Career progression, professional qualifications support, and a dynamic team environment.
- Other info: Gain valuable client exposure and develop your governance skills with experienced colleagues.
- Why this job: Step up from administration to a broader role in pensions trustee secretarial support.
- Qualifications: Experience in pensions administration and a readiness to take on more responsibility.
The predicted salary is between 30000 - 40000 £ per year.
Ready to build on your pensions administration and technical experience and take a meaningful step forward into trustee secretariat support? You’ve developed a solid foundation in pensions. You understand how schemes operate, you’re confident in your pension technical knowledge, and you’re starting to think about what’s next. This is your opportunity to step into a broader, more involved role — one where when you are ready you’ll gain client exposure, deepen your governance experience, and continue building your confidence with the support of an experienced team around you.
We’re working with a highly regarded pensions consultancy looking to appoint an Assistant Trustee Executive to join their growing team.
The RoleAs an Assistant Trustee Executive, you’ll support Trustee Executives and Senior Trustee Executives in delivering high-quality governance services to clients. You’ll be involved in:
- Attending trustee meetings and preparing draft minutes
- Supporting meeting preparation, including reviewing papers and drafting summary documents
- Liaising with advisers and key third parties
- Maintaining governance documents such as business plans and risk registers
- Reviewing administration outputs and helping identify service improvements
- Drafting member communications and trustee reports
- Supporting governance, compliance and investment-related activities
When you’re ready you will have genuine client contact through meetings, calls and emails — but always with guidance and collaboration from experienced colleagues. If you’re progressing towards professional qualifications (e.g. PMI), you’ll be supported in that journey too.
About YouYou’ll likely have a good few years of administration and technical pensions experience and be ready to broaden your exposure, and step away from pension administration and towards the world of pensions trustee secretarial support. You’re someone who:
- Builds strong professional relationships
- Communicates clearly and confidently
- Takes pride in accuracy and meeting deadlines
- Plans and prioritises effectively
- Works well as part of a team
- Is open to learning and developing your skills
You don’t need to have done everything before — but you should be ready to step up and take on more responsibility as your confidence grows.
Why This Move Makes Sense- Clear progression towards Trustee Executive level
- A collaborative, knowledgeable team environment
- Increased client exposure
- Broader governance and investment experience
- Support towards professional qualifications
It’s a natural next step if you’re looking to move beyond pension administration and/or technical work and start building a well‑rounded trustee skillset — without being thrown in at the deep end. If you’re ready for a new role out of pensions administration but still in pensions, that will stretch you, support you, and help you grow, we’d love to speak with you.
How to apply or learn more about this role: Click the APPLY NOW button below or email dianne@abenefit2u.com for a full job profile and benefit package, and to take your interest further, or call Dianne Beer on 07747 800 740 to discuss the role further.
Assistant Trustee Executive, offering support to Trustee Executives employer: Abenefit2u
Join a highly regarded pensions consultancy that values your growth and development as an Assistant Trustee Executive. With a collaborative work culture, you'll receive comprehensive support from experienced colleagues while gaining valuable client exposure and governance experience. The company is committed to your professional journey, offering opportunities for progression towards Trustee Executive level and assistance with professional qualifications, all within a dynamic team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Trustee Executive, offering support to Trustee Executives
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone looking for an Assistant Trustee Executive.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of governance. Be ready to discuss how your experience aligns with the role and show off your communication skills — they’re key in this line of work!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that could be perfect for you. Plus, it’s a great way to ensure your application gets the attention it deserves. Let’s get you that Assistant Trustee Executive position!
We think you need these skills to ace Assistant Trustee Executive, offering support to Trustee Executives
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight your relevant pensions experience. We want to see how your skills align with the role of Assistant Trustee Executive, so don’t hold back on showcasing your technical knowledge and any governance experience you have!
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and get straight to the point. We appreciate well-structured applications that are easy to read, so make sure your key points stand out!
Show Your Enthusiasm:Let your passion for the pensions industry shine through! We love candidates who are excited about the opportunity to grow and learn. Share why you’re interested in this role and how it fits into your career goals.
Proofread Before Submitting:Always double-check your application for any typos or errors. We value accuracy and attention to detail, so take a moment to ensure everything is polished before hitting that 'apply' button on our website!
How to prepare for a job interview at Abenefit2u
✨Know Your Pensions Inside Out
Make sure you brush up on your pensions knowledge before the interview. Understand how different schemes operate and be ready to discuss your technical experience. This will show that you're not just familiar with the basics but are genuinely interested in the role.
✨Prepare for Governance Discussions
Since the role involves supporting governance services, be prepared to talk about your understanding of governance documents and compliance. Think of examples from your past experience where you've contributed to these areas, as this will demonstrate your readiness for the responsibilities ahead.
✨Practice Clear Communication
As you'll be liaising with advisers and key third parties, practice articulating your thoughts clearly and confidently. You might even want to rehearse answering common interview questions with a friend or in front of a mirror to ensure you come across as professional and approachable.
✨Show Your Team Spirit
This role is all about collaboration, so be ready to discuss how you work well in a team. Share specific examples of how you've built strong professional relationships in the past and how you plan to contribute to a supportive team environment in this new role.
