Pensions Specialist (Trustee)

Pensions Specialist (Trustee)

Full-Time 50000 - 65000 £ / year (est.) No working from home possible
JPMorganChase

At a Glance

  • Tasks: Support governance and management of UK pension schemes while engaging with Trustees and stakeholders.
  • Company: Join a highly regarded in-house pensions team focused on collaboration and expertise.
  • Benefits: Gain valuable experience, develop your skills, and work in a diverse and inclusive environment.
  • Why this job: Take your pensions career to the next level and make a real impact in a dynamic setting.
  • Qualifications: Experience with UK pension schemes and strong communication skills are essential.

The predicted salary is between 50000 - 65000 £ per year.

Are you looking to take the next step in your pensions career within a highly regarded, in‑house pensions team? This role offers exposure to complex UK pension schemes, strong trustee engagement, and the opportunity to deepen your technical and governance expertise in a collaborative environment. As a Pensions Specialist (Trustee) within the UK Pensions & Benefits team, you will play a key role in supporting the governance, management, and day‑to‑day operation of the firm's UK trust‑based defined benefit and defined contribution pension schemes. You will work closely with Trustees, internal stakeholders, and external advisers to ensure schemes are operated effectively, compliantly, and in line with best practice.

The UK Pensions & Benefits team has responsibility for the firm's trust‑based UK benefit programmes, including a comprehensive flexible benefits offering, a large medical trust, and five UK pension schemes, the largest of which has approximately 60,000 members.

Job Responsibilities
  • Support Trustee Boards and sub‑committees by coordinating meetings, preparing papers, attending meetings, drafting minutes, and tracking actions.
  • Maintain and manage documentation on trustee and governance portals.
  • Keep governance materials up to date, including risk registers, business plans, and policies.
  • Coordinate and oversee projects such as annual scheme audits, member communications, newsletters, and benefit statements.
  • Act as a key point of contact for external administrators, including service delivery oversight, handling discretionary death benefit processes, and managing member queries and complaints.
  • Support oversight of services provided by external advisers, including auditors, actuaries, lawyers, and investment consultants.
  • Provide ongoing support to the Pensions Manager and wider team in the operation and management of UK pension schemes and related projects.
Required Qualifications, Capabilities, and Skills
  • Experience working with UK trust‑based defined benefit and/or defined contribution pension schemes.
  • Experience supporting Trustee Boards or governance structures.
  • Strong understanding of UK pensions legislation, regulation, and governance best practice.
  • Proven ability to manage multiple priorities with strong attention to detail.
  • Analytical mindset with a practical, problem‑solving approach.
  • Strong organisational skills and ability to take ownership of workstreams and projects.
  • Clear and confident communication skills, with the ability to engage effectively with stakeholders at all levels.
  • Strong focus on risk management and control.
Preferred Qualifications, Capabilities, and Skills
  • Experience gained within an in‑house pensions team or pensions consultancy.
  • Exposure to working with multiple pension schemes or complex benefit structures.
  • Experience coordinating projects across multiple internal and external stakeholders.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Pensions Specialist (Trustee) employer: JPMorganChase

Join a highly regarded in-house pensions team that values collaboration and professional growth. As a Pensions Specialist (Trustee), you will benefit from a supportive work culture that prioritises diversity and inclusion, while gaining exposure to complex pension schemes and enhancing your technical expertise. With opportunities for career advancement and a comprehensive flexible benefits offering, this role is perfect for those seeking meaningful and rewarding employment in the UK pensions sector.

JPMorganChase

Contact Details:

JPMorganChase Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Pensions Specialist (Trustee)

Tip Number 1

Network like a pro! Reach out to your connections in the pensions industry, attend relevant events, and engage with professionals on platforms like LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of UK pensions legislation and governance best practices. Be ready to discuss how your experience aligns with the role of a Pensions Specialist (Trustee) and showcase your analytical mindset.

Tip Number 3

Don’t just apply anywhere; focus on companies that resonate with your values. Check out our website for opportunities that match your skills and interests. Tailor your approach to show why you’re a perfect fit for their team!

Tip Number 4

Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. Use this opportunity to reiterate your enthusiasm for the role and highlight any key points from your conversation.

We think you need these skills to ace Pensions Specialist (Trustee)

UK Pensions Legislation
Governance Best Practice
Trustee Engagement
Attention to Detail
Analytical Mindset
Problem-Solving Skills
Organisational Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience with UK trust-based pension schemes and any relevant governance roles you've held. We want to see how you fit into our team!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and how your background makes you a great fit for the Pensions Specialist role. Be sure to mention your understanding of UK pensions legislation and governance best practices.

Showcase Your Communication Skills:Since this role involves engaging with various stakeholders, make sure your application demonstrates your clear and confident communication style. Whether it's through your CV or cover letter, we want to see how you can effectively convey complex information.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at JPMorganChase

Know Your Pensions Inside Out

Make sure you brush up on your knowledge of UK trust-based defined benefit and defined contribution pension schemes. Familiarise yourself with the latest legislation and governance best practices, as this will show your commitment and expertise during the interview.

Prepare for Stakeholder Engagement

Since you'll be working closely with Trustees and various stakeholders, practice how you would communicate effectively with them. Think of examples where you've successfully engaged with different parties and be ready to discuss these experiences.

Showcase Your Organisational Skills

Be prepared to talk about how you manage multiple priorities and projects. Have specific examples ready that demonstrate your attention to detail and ability to take ownership of workstreams, as these are crucial for the role.

Demonstrate Your Problem-Solving Mindset

Think of scenarios where you've faced challenges in your previous roles and how you approached solving them. Highlight your analytical mindset and practical solutions, as this will resonate well with the interviewers looking for a proactive Pensions Specialist.