Pensions Client Manager

Pensions Client Manager
Perm
Consultants/Client Managers
Hybrid working
Bristol
Negotiable
HB18468

Our client, a leading provider of professional trustee services, is seeking a Support Professional Trustee to join their growing team. This is an excellent opportunity for an experienced pensions professional to advance their career with a highly respected consultancy.

Position Overview

The Support Professional Trustee will play a vital role in delivering effective trusteeship and consulting services, supporting the experienced Professional Trusteeship team. This position is ideal for a pensions professional looking to develop their career as a professional pension trustee.

Responsibilities

* Progress scheme business plan tasks and statutory timeframes

* Plan and distribute trustee meeting agendas and packs

* Distribute draft minutes within 5 working days

* Monitor meeting actions to ensure timely completion

* Review scheme budgets and invoices for accuracy

* Arrange internal team meetings to discuss ongoing actions

* Respond promptly to individual member queries

Requirements

* 3-5 years' experience in pensions administration or consultancy

* Understanding of trustee meeting coordination and minute-taking

* Ability to manage advisers and ensure key deliverables

* Knowledge of pension legislation, regulations, and governance

* Excellent written and verbal communication skills

* Strong project and budget management abilities

* Proven client management and relationship-building skills

Benefits

* Group personal pension scheme

* 25 days annual leave

* BUPA private healthcare, Life Assurance and income protection

How to Apply

To apply for this position, please send a copy of your CV including the job reference number.

To find out more or for a confidential chat to discuss any other roles, please call us directly on 01279 859000, we would be delighted to speak with you.

Hayley Brockwell FIRP

Associate Director
01279 859000 / 07738401554