• Specialism: Pensions & Benefits
  • Job type: Permanent
  • Reference: JO0000050728_1720178439
  • Salary: 30000 - 40000
  • Permanent
  • West Midlands
  • £30000 - £40000 per annum USD / Year

This is your chance to work for an Independent and specialist Pensions organisation who provide services exclusively to smaller Defined Benefits Pension schemes.


  • Working with a small trustee team to manage the operation and governance of a number of small DB schemes
  • Assisting with all aspects of trustee meetings (meeting packs, meeting attendance, minutes and action points)
  • Being a friendly and trusted first point of contact for clients and scheme members
  • Assisting with the drafting and review of scheme documents, such as annual accounts, summary funding statements, newsletters, and scheme returns


  • Ideally you will have experience of acting in a scheme secretarial/scheme management role
  • A good working knowledge of DB schemes, trustees and sponsor, secretarial and governance support
  • A strong background within Pension scheme administration of DB schemes
  • Previous experience of having worked with clients or attended client meetings


  • Encouragement and support with membership of the Pensions Management Institute and completion of exams (such as the Award in Pension Trusteeship)
  • Support for progression through PMI qualifications

This is a fantastic opportunity work for a company with a family feel ran completely differently to the traditional large TPA’s/Consultancies

Please quote 50728 when calling Richard at Alexander Lloyd or email them at rdo@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.

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