Pensions Associate (Scheme Governance & Secretarial)

Job Description:

Core-Asset Consulting is working with a UK leading pensions governance and trustee services firm in Birmingham to appoint a Pensions Associate on a permanent basis. This role offers hybrid working (2 days per week in the office).

This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment. You will also be involved in exciting projects.

We are actively seeking applications from individuals with experience of occupational pension schemes (DB and/or DC). Whether your background is in pensions governance, scheme secretarial work, or pensions administration with exposure to trustee meetings, we'd love to hear from you. This is an exciting opportunity for someone already working in scheme governance/secretariat who wants to join a leading employer, or for an experienced pensions administrator looking to specialise and step into this exciting space. The role offers the chance to move into scheme governance and secretariat work, gain great exposure, and build or continue a clear long‑term career path.

Essential Skills/Experience:

Experience working with Defined Benefit and/or Defined Contribution pension schemes

Good understanding of pensions governance and regulatory requirements

Excellent organisational skills with the ability to manage multiple priorities

Experience in meeting management, report / documentation preparation and, ideally, minute writing

Strong Microsoft Office skills and confidence working with data

Ideally, (not essential) demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.

Project management experience within a pensions or financial services environment

Core Responsibilities:

Support the governance and administration of occupational pension schemes

Conduct adviser reviews, benchmarking exercises, and governance assessments

Assist with scheme secretarial duties, including meeting preparation and minute-taking

Manage annual regulatory reporting and compliance activity

Review member cases and support member option and liability management exercises

Contribute to Trustee Board effectiveness reviews and skills assessments

Support project planning and delivery across governance-related initiatives

Benefits:

Highly competitive salary

Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16352)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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