Senior Associate Trustee

Senior Associate Trustee

Are you an experienced pensions professional with a strong understanding of trustee governance and pension scheme management? Our client, a leading specialist trustee and governance consultancy, is looking to appoint a Senior Associate Trustee to join their growing team in Manchester.

This is an excellent opportunity to work alongside experienced professional trustees, supporting a diverse portfolio of pension schemes and helping to deliver best-in-class governance services to clients.

The Opportunity:

As a Senior Associate Trustee, you will play a key role in the day-to-day governance and management of pension schemes, ensuring regulatory requirements are met and schemes operate effectively. You will work closely with Trustee Managers, scheme advisers, and key stakeholders while supporting the delivery of high-quality trustee services.

Key Responsibilities:

• Coordinate pension scheme governance activities and support trustee service delivery.
• Manage scheme business plans, actions, and governance calendars to ensure deadlines are met.
• Organise trustee meetings, including agenda preparation and meeting pack production.
• Draft meeting minutes and monitor the completion of agreed actions.
• Review scheme cashflows and monitor scheme expenditure.
• Support trustee decision-making by reviewing member discretion cases and preparing recommendations.
• Build and maintain strong relationships with clients, advisers, and key stakeholders.
• Assist with budget preparation, invoice reviews, and payment oversight.
• Support business development initiatives and identify opportunities to enhance client service offerings.

Key skills & experience:

To be successful in this role, you will have:

• Strong technical knowledge of UK pension legislation, regulation, and governance requirements.
• A solid understanding of pension scheme trustee operations and compliance obligations.
• Excellent organisational and project management skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Experience managing budgets, governance projects, and stakeholder relationships.

If you’re looking to take the next step in your pensions career and join a market-leading governance and trustee services environment, we’d love to hear from you.