Client Relationship Trustee Lead Job at Star Actuarial Futures (North East or London)

DB Pensions Client Relationship Manager

In this highly responsible role, you will deliver a high-quality, pioneering pen...

Location

United Kingdom , Leeds

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Proven DB client relationship management skills
Strong understanding of the firm's propositions and how they support client objectives
Solid understanding of DB pension schemes, legislation, governance funding and current industry issues
Proactive, solutions-focused working style
Strong organisational skills
Ability to manage multiple priorities
Confident when engaging with senior stakeholders

Job Responsibility

Deliver a high-quality, pioneering pension service to sponsoring employers of DB Master Trust schemes and the employers and trustees of DB Multi-Trust schemes
Leading strategic discussions with clients about long term scheme aims
Coordinate client projects, including those focused on scheme growth and development
Act as a source of expertise on the firm's propositions, technical pension matters and current industry issues

Fulltime

New

Pension Trustee Director

Are you a seasoned pensions actuary (or holder of a PMI qualification), seeking ...

Location

United Kingdom , London or Manchester

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Strong experience of all types of occupational pension schemes as well as knowledge of the overall market
confident working at Board level and leading Board meetings
strong emotional intelligence and relationship-building skills
embracing new ideas and collaborative initiatives and focusing on client care
Existing Pensions Trustee experience is highly desirable
seasoned pensions actuary or holder of a PMI qualification

Job Responsibility

Develop a portfolio of pension scheme trusteeships, taking day-to-day responsibility for the schemes in your portfolio
work with colleagues on schemes where there are multiple trustees, e.g., acting on a corporate sole trustee appointment or as chair (or co-trustee) on sub-committees/working parties where you are able to act as subject matter expert
play a key role in growing and marketing the pension trustee business, securing new client opportunities from your own personal network and maintaining and developing external relationships to support expansion

Fulltime

New

Lead Pensions Administrator (SIPP, SSAS)

Lead Pensions Administrator (SIPP, SSAS) - £40,000-£45,000 – Edinburgh/Hybrid M...

Location

United Kingdom , Edinburgh

Salary:

40000.00 - 45000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Strong administration team leader experience within a pensions environment, within SIPP and SSAS would be preferable, but the right candidate could have knowledge from within the financial services sector
Ideally with experience of having worked within an independent trustee or investment management environment
Proficient with Excel, able to create spreadsheets and action use of basic formulas
Word and Outlook experience, able to create and format documents to a high standard
Strong with systems with any experience of Delta's Platinum and Report~Pro systems, Bank of Scotland's iSite and Corporate Banking Online platforms, Microsoft SharePoint and volume by Watermark Technologies being advantageous

Job Responsibility

Setting up new business applications, preparing important correspondence for all our clients
Maintaining up-to-date electronic records, ensuring everything runs smoothly and efficiently
Managing bank balance reconciliations, creating invoices, handling payroll, and ensuring compliance with VAT and tax relief processes
Building strong relationships with partners and coordinating with regulatory bodies
Line management of a small team of administrators

What we offer

Pension
Private Health
Bonus
25 days holiday as standard with the option to purchase more

Fulltime

Senior Business Development Manager

We are partnering exclusively with a high-growth superfund platform that is scal...

Location

United Kingdom , London

Salary:

120000.00 GBP / Year

Eames Consulting

Expiration Date

Until further notice

Requirements

Qualified actuary
Experience in PRT / pensions consulting / BPA / reinsurance
Commercially minded - open to those moving from pricing into BD
Proactive, adaptable, and comfortable in a fast-paced environment

Job Responsibility

Lead transactions from pitch → pricing → execution
Build relationships with consultants, trustees, and intermediaries
Work closely with actuarial and pricing teams
Represent the business at client meetings and industry events

What we offer

excellent bonus
equity participation

Fulltime

Scheme Actuary

This is an excellent opportunity for an experienced Scheme Actuary to take on a ...

Location

United Kingdom , Manchester/Scotland

Salary:

Not provided

The Emerald Group Ltd, Search and Selection

Expiration Date

Until further notice

Requirements

a qualified actuary FIA/FFA with Scheme Actuary certification
strong track record of advising Trustee Boards, managing a portfolio of Scheme Actuary appointments and trustee relationships, and a strong understanding of the UK DB pensions landscape and the challenges facing schemes and consolidators
A great communicator – Strong technical pensions and actuarial capability, with the ability to explain complex issues clearly and pragmatically to a broad range of stakeholders
Excellent project management and client delivery skills – with experience balancing competing demands, stakeholders and deadlines across multiple engagements

Job Responsibility

Act as Scheme Actuary, providing clear, credible and confident actuarial advice to the Trustee and other stakeholders
Be responsible for the delivery of high quality, complex actuarial calculations and written advice, often across multiple concurrent projects, ensuring appropriate standards of risk management, governance and compliance
Lead and manage key client engagements, including responsibility for project planning, timescales, budgets and stakeholder management, working closely with the Trustee contacts at Entrust, the junior team and scheme sponsors

Fulltime

Private Client Tax Principal

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

In depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures
Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide support to the wider private client team as a technical expert at the highest level on a wide range of inheritance tax matters
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the taxation considerations
Experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities
Strong experiences and the ability to lead projects in succession planning for multi-generational families and the provide technical expertise and support to the wider private client team on a wide range of inheritance tax matters
Is able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team
Has an understanding of potential risks to the firm arising from various aspects of client engagement
Can guide and supervise less experienced colleagues
Can support, train, mentor and advise others
Will challenge current practice – driving improvements and championing change

Job Responsibility

Play a significant role in supporting the Partners with the management of their client portfolio and growing the firm’s Succession planning and IHT advisory business
Act as a client relationship point of contact for significant high net worth individuals and their families
Be responsible for undertaking Succession Planning Reviews and related assignments for key clients
Win new clients through networking and business development together with the wider BDO Private Wealth group and our mutual professional contacts
Act as a key point of contact within the Firm for the client
Responsibility for tax planning and complex IHT issues with a focus on variety of directly held assets or use of family vehicles, e.g. companies and trusts
Advise on ad hoc projects and be deemed as an expert in some areas of Private Client Tax, including but not limited to IHT, succession planning and use of trusts
Profitably manage a small portfolio of complex clients
Ensure that the firm’s quality control procedures are adhered to on their clients
Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business

What we offer

Health and wellness programmes
Pension plan (Group Personal Pension Plan with matched employer contributions)
Private medical (access to private medical treatment for you and your family)
Income protection plan (provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury)
Holidays (holiday benefit enables you to purchase up to 10 days of additional leave)
Bike to work scheme

Fulltime

Reconciliation & Proofing Intermediate Analyst

We are looking for a detail-oriented professional to join our team for a one-yea...

Location

Poland , Warszawa

Salary:

Not provided

Randstad

Expiration Date

July 31, 2026

Requirements

Experience: Proven background in financial services, specifically in reconciliations, fund accounting, or depositary services
Analytical Skills: Ability to analyze complex data sets and a high level of professional business correspondence
Adaptability: Experience in onboarding new processes or leading small-scale transitions
Leadership Potential: Ready to act as a Subject Matter Expert and step into supervisory tasks when needed
Communication: Fluent in English, with the ability to explain complex issues to stakeholders clearly and concisely

Job Responsibility

Data Integrity: Perform high-level reconciliations (maker-checker) to identify and resolve inconsistencies between internal records and customer-supplied data
Regulatory Oversight: Support the team in monitoring depositary activities to ensure full compliance with regulatory rules and trustee obligations
Client Relationship Management: Maintain professional and clear communication with clients and third-party administrators, ensuring all queries are handled within deadlines
Process Onboarding: Coordinate the integration of new clients, processes, and solutions into the department
Subject Matter Expertise: Serve as the go-to person (SME) for technical questions and take over supervisory duties during the manager's absence to ensure process continuity

What we offer

Professional Impact: A role where you act as an expert and have a direct influence on client onboarding and process improvement
Global Environment: Experience working within international financial structures and standards
Contract Stability: A 12-month fixed-term contract with a clear scope of responsibilities
Skill Development: The opportunity to broaden your leadership skills by supporting team management and high-level problem-solving

Fulltime

Pensions Lead Data Consultant

A top-tier consultancy is looking for a senior pensions data professional to tak...

Location

United Kingdom

Salary:

70000.00 - 110000.00 GBP / Year

Eames Consulting

Expiration Date

Until further notice

Requirements

Strong DB pensions data background
Hands-on experience with data rectification: GMP, Barber, data improvement projects
The ability to get into the detail and challenge outputs, even if you're not the one producing them
Confident and credible in client-facing situations
Solid prioritisation skills - you'll be running multiple schemes simultaneously
Good Excel and reporting skills

Job Responsibility

Owning client relationships across a portfolio of DB schemes
Leading data strategy and delivery oversight (not hands-on execution)
Managing and guiding technical specialists and analysts
Explaining complex data issues clearly to trustees, sponsors and other stakeholders
Driving follow-on work where appropriate

What we offer

30% bonus
Hybrid: 1 day per week in any UK office
4-day week considered

Fulltime

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Client Relationship Trustee Lead

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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