Trust Officer - Senior Consultant
Background
PS Independent Trustees Limited (PSITL) is a separately managed company within the Punter Southall Group of companies.
The Punter Southall Group is majority owned by its staff and has nearly 700 employees with offices located in Birmingham, Bristol, Edinburgh, Guildford, London and Wokingham.
As one of a number of dynamic companies within the Punter Southall Group, PSITL provides professional independent trustee services to a wide variety of final salary, defined contribution and hybrid schemes. Our overall business philosophy is to provide the highest quality trustee services at a competitive cost to our clients.
To deal with the increasing volume of work, we are looking for a Senior Consultant able to demonstrate the following personal attributes:
· Honest, with high level of personal integrity. · Proactive with an ability to work to deadlines. · Attention to detail. · Ability to work well as part of a small team. · Willing to undertake new challenges. In addition to these personal attributes the candidate must have a very strong understanding of both technical and non-technical aspects of running trustee appointments. The position will be primarily based in PS Independent Trustees’ office in Edinburgh but travel to other offices and to external meetings will be an integral part of the job. Main Purpose Undertaking the role of professional trustee to pension schemes. To provide support to PSITL’s directors and take responsibility for own portfolio of clients. Key Tasks Working with both directors and support staff the candidate will be required to ensure that our clients have professional representation on the trustee board. This includes ensuring that all aspects of the trustee role are completed in a cost effective, timely and relevant way. This will include a wide range of issues including administration, actuarial and investment issues relevant to a wide variety of pension schemes. Each of our appointments is different and therefore flexibility of approach to match the client’s needs is essential. Due to the changing nature of the business, the job holder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.Essential Skills Required Knowledge and ability to manage a portfolio of pension scheme trustee appointments. Ability to train and manage support staff to a high technical standard is essential for this role. An understanding of company financing. Strong sense of client care and professionalism. Ability to understand and apply complex legislation. Ability to prioritise and ensure work is completed as instructed and in line with agreed procedures. Very high level of numeracy e.g. able to accurately carry out complex pension calculations. Sound grasp of English grammar commensurate with formal business reports in a professional advisory capacity. High level of presentation skills e.g. able to present at just below board level within an organisation. Clear understanding of trustee obligations.Desirable Skills Document management. Ability to conduct governance and internal controls review audits. Qualifications/Abilities Candidates should ideally be PMI qualified and as a minimum will be required to pass the PMI Award in Pension Trusteeship.
In time the candidate is likely to be required to apply as a key registered person with the Pensions Regulator and must be able to meet the criteria set by the Pensions Regulator. The candidate will be required to demonstrate an ability to successfully undertake the role of professional trustee. This includes technical aspects and also non-technical aspects e.g. relationship management. Personal Attributes Willing to undertake new challenges. Honest, with high level of personal integrity. Attention to detail. Ability to work as part of a team and to follow all company procedures.You may return to your current search results by clicking here.
|
