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- Tasks: Join a team of independent trustees managing diverse pension schemes and ensuring high-quality governance.
- Company: A respected FTSE250 firm with a collaborative, purpose-driven culture.
- Benefits: Clear career progression to Trustee Director, mentorship, and support for professional development.
- Other info: Be part of a supportive team focused on delivering positive outcomes for clients.
- Why this job: Make a meaningful impact in pensions while working on complex governance arrangements.
- Qualifications: 10+ years in pensions or related fields, strong communication skills, and a self-starter mindset.
The predicted salary is between 36000 - 60000 £ per year.
IGA is partnered with one of our long-standing clients — a FTSE250-listed business with a fast-growing professional services arm — to help grow their team of independent professional pension trustees.
We’re looking for experienced and motivated professionals with deep pensions or investment backgrounds who are ready to make the transition into independent trusteeship. This is a unique opportunity to join a highly respected, purpose-driven organisation offering full support, a clear path to Trustee Director level, and the chance to work on complex schemes in a collaborative, people-first environment.
Do you have over 10 years of experience in pensions, investments, or a related field?
Are you looking for a meaningful career move with long-term impact and high visibility?
If so, this could be your next chapter.
The Firm
Our client is an exceptional proposition — combining the stability of a 132-year-old FTSE250 investment trust with the agility and growth of a fast-moving professional services firm. With over 250 professionals across six business lines, they’ve built a reputation for integrity, technical excellence, and delivering peace of mind to clients.
As part of their independent professional trusteeship team, you’ll work across a broad mix of pension schemes — including sole trusteeships, DB and DC schemes, and more complex governance arrangements. You’ll be supported by a team of experienced Trustee Directors and in-house governance professionals, with full access to the firm’s established client base and infrastructure.
This is a company that’s actively shaping a culture of trust, collaboration, and innovation — and this role offers the chance to play a key part in that journey.
In this role, you will:
- Represent the business as an independent trustee across a portfolio of small to mid-sized schemes, corporate sole trustee mandates, and larger schemes (with the support of senior colleagues)
- Take day-to-day ownership of scheme governance, ensuring high-quality, balanced decisions across funding, investment, risk, and member outcomes
- Help shape best practices and processes across governance and client service
- Engage in business development — helping win new clients and building strong, trusted relationships
- Work in close collaboration with internal teams and stakeholders to ensure schemes are effectively advised, documented, and governed
- Progress toward a Trustee Director position, with full support and training provided
Who we’re looking for:
- At least 10 years of professional experience, including 10+ years in pensions, investments, actuarial, legal, or related roles
- A relevant professional qualification — e.g. Actuarial, Legal, Accounting, Investment, or Pensions (PMI)
- Strong interpersonal and stakeholder skills — comfortable working directly with clients, sponsors, and boards
- A confident communicator, able to manage complexity and lead decision-making
- A self-starter mindset — someone who thrives in a collaborative, high-trust environment
- Business development or committee/trustee board experience is desirable but not essential
- Committed to a long-term career in trusteeship, including completing the PMI Award in Pension Trusteeship and the Trustee Toolkit
Why this stands out:
- Trusted, repeat client: We’ve worked closely with this business for years — they value their people and invest in long-term growth
- Career pathway: This is a clearly defined route into trusteeship, with active support to progress to Trustee Director level
- Stretch and exposure: You’ll work on complex governance arrangements, sole trusteeships, and a wide variety of scheme types
- Supportive team: You’ll join a collaborative group of experienced trustees and governance professionals in a firm with flat structure and real mentorship
- Purpose-led: Be part of a business delivering meaningful outcomes for pension scheme members and the broader pensions industry
If this sounds like a fit, reach out to Oliver Clark for a confidential conversation — either via LinkedIn or at oclark@igatalent.com.
We look forward to hearing from you.
Professional Trustee employer: IGA Talent Solutions
Contact Detail:
IGA Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional Trustee
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions and investment sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of complex governance arrangements and best practices. Be ready to discuss how your experience aligns with the role of an independent trustee.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, highlight your ability to build strong relationships with clients and stakeholders. This is key in a collaborative environment like the one we’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Professional Trustee
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in pensions and investments. Highlight relevant roles and achievements that align with the responsibilities of a Professional Trustee. We want to see how your background makes you a perfect fit for this role!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming an independent trustee and how your skills can contribute to our purpose-driven organisation. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Interpersonal Skills: As a Professional Trustee, strong interpersonal skills are key. In your application, give examples of how you've successfully managed relationships with clients or stakeholders. We love to see candidates who can communicate effectively and build trust!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at IGA Talent Solutions
✨Know Your Pensions Inside Out
Make sure you brush up on your pensions knowledge before the interview. Given the role's focus on governance and complex schemes, be prepared to discuss specific examples from your experience that demonstrate your understanding of pension regulations and best practices.
✨Showcase Your Interpersonal Skills
This role requires strong interpersonal skills, so think of examples where you've successfully managed relationships with clients or stakeholders. Be ready to share how you’ve navigated complex discussions and led decision-making processes in previous roles.
✨Demonstrate Your Self-Starter Mindset
The company values self-starters, so come prepared with examples of how you've taken initiative in your past roles. Highlight situations where you identified opportunities for improvement or innovation within pension schemes or governance processes.
✨Express Your Commitment to Trusteeship
Since this position is a long-term career move, convey your dedication to the field of trusteeship. Discuss your plans for professional development, such as pursuing the PMI Award in Pension Trusteeship, and how you see yourself growing within the organisation.