If you would like to apply for this role please send your CV with a covering email to:

Purpose of the role

Supporting the client team in order to deliver an outstanding service to Trustee Boards.

Core Activities

  • Organise Trustee Board and Committee meetings and coordinate the attendance of additional parties, including sending meeting invites.
  • Calling / emailing clients to discuss, amend and agree meeting dates
  • Prepare draft agenda, cross referring with the business plan as appropriate.
  • Prepare meeting papers and coordinate timely receipt of papers from advisers.
  • Ensure follow-up of actions arising from meetings and report on progress at the next meeting.
  • Ensuring Scheme Reference Documents are up to date.
  • Writing and sending correspondence to clients, operating in a professional environment.
  • Print and production of client meeting packs.
  • Document formatting and review.
  • Uploading and maintaining on-line document storage facility.
  • Ad-hoc admin tasks.

Experience & skills required 

  • Educated to degree level in English, Business Studies etc. or A-Level English.
  • This role is suited to graduates or high achieving A Level students looking to start an administrative career – eager to progress and contribute to an already successful team. Excellent oral and written communication skills are essential: with the ability to compose professional emails to senior level clients.
  • Proactive with good organisational skills.
  • Flexible with a ‘can do’ attitude.
  • Polite, professional telephone manner.
  • Uses initiative.
  • Very good written English with good spelling and grammar.
  • Confident computer skills including MS Office.

If you would like to apply for this role please send your CV with a covering email to: