At a Glance
- Tasks: Support Trustee Executives in delivering top-notch governance services and client communications.
- Company: Join a respected pensions consultancy with a focus on collaboration and growth.
- Benefits: Career progression, support for professional qualifications, and a dynamic team environment.
- Other info: Great opportunity for personal and professional development in the pensions sector.
- Why this job: Step up from administration to a broader role with real client exposure and governance experience.
- 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 Role
As 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. So don’t worry your study does not have to stop because you have moved employers.
About You
You’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 for a full job profile and benefit package, and to take your interest further, or call Dianne Beer to discuss the role further.
Assistant Trustee Executive, offering support to Trustee Executives in Cardiff employer: Abenefit2u
Abenefit2u is an exceptional employer that values its employees by fostering a collaborative and supportive work culture in the heart of Greater London. With a strong focus on professional development, team members are encouraged to grow their skills and advance their careers while contributing to high-quality service delivery in the pensions sector. Join us to be part of an award-winning company where your expertise will be recognised and your contributions will truly make a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Trustee Executive, offering support to Trustee Executives in Cardiff
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Abenefit2u.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Abenefit2u's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Assistant Trustee Executive, offering support to Trustee Executives in Cardiff
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Abenefit2u
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
