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Pensions Specialist (Trustee)

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Pensions Specialist (Trustee)** in Edinburgh, Scotland. Key responsibilities include supporting Trustee Boards, managing governance documents, coordinating projects, and serving as a primary contact for members and external administrators. You'll need solid experience with UK Trust-based DB/DC pension schemes, Trustee Board support, and understanding of UK pensions legislation. Strong organizational skills, risk management focus, and excellent communication skills are essential. Preference given to candidates with in-house/international pensions experience.

Compensation
Not specified

Currency: Not specified

City
Edinburgh
Country
United Kingdom

Full Job Description

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Are you looking to take the next step in your pensions career within a highly regarded, inhouse 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 daytoday operation of the firms UK trustbased 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 firms trustbased 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 subcommittees 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 trustbased 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, problemsolving 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 inhouse 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
A pensions professional with experience of UK trust based defined benefit and defined contribution pension schemes.

Pensions Specialist (Trustee)

Compensation

Not specified

City: Edinburgh

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Pensions Specialist (Trustee)** in Edinburgh, Scotland. Key responsibilities include supporting Trustee Boards, managing governance documents, coordinating projects, and serving as a primary contact for members and external administrators. You'll need solid experience with UK Trust-based DB/DC pension schemes, Trustee Board support, and understanding of UK pensions legislation. Strong organizational skills, risk management focus, and excellent communication skills are essential. Preference given to candidates with in-house/international pensions experience.

Full Job Description

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Are you looking to take the next step in your pensions career within a highly regarded, inhouse 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 daytoday operation of the firms UK trustbased 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 firms trustbased 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 subcommittees 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 trustbased 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, problemsolving 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 inhouse 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
A pensions professional with experience of UK trust based defined benefit and defined contribution pension schemes.