Consultant Pensions

Focus Resourcing
13 Apr 2017
13 May 2017
Contract Type
Full Time

Our London client is recruiting for a Pensions Consultant.

The role involves working as part of a growing team of pensions professionals committed to providing a first class service to an expanding client base of UK Pension Schemes that are both Defined Benefit and Defined Contribution in nature.

Main duties and responsibilities

  • Manage client relationships, including oversight of administration, actuarial, investment and consultancy services.
  • Delivery of ongoing consultancy services to Trustee and / or corporate clients.
  • Provide support to the lead consultant on the co-ordination and delivery of services on selected larger Trustee and / or corporate clients.
  • Manage the client meeting process, to include;
    • Preparation of meeting agendas to incorporate key areas of focus.
    • Preparation, collation, and issue of meeting papers in accordance with agreed timescales.
    • Attendance at client meetings (with responsibility for delivery of papers as appropriate).
    • Preparation of meeting minutes in accordance with agreed timescales.
    • Follow up on agreed actions, and ensure completion within agreed timescales.
      • Manage / support as appropriate the completion of ad-hoc project activity, including for exampl
      • Member or employee communications (e.g. newsletter).
      • Member nominated trustee appointment process.
      • Preparation and completion of Trustees' Report and Accounts.
      • Scheme wind up project.
  • Provide advice to clients on good governance processes; including for example, risk registers, internal control documents, and integrated risk management processes.
  • Lead and manage regulatory reporting activities for clients including The Pensions Regulator's annual Scheme Return, HMRC Event Reporting and ONS Returns.
  • Attend and participate in internal meetings focussed on technical issues and business development opportunities.
  • Assist with monthly client billing process.

Job Requirements

  • A strong understanding and knowledge of pensions and the regulatory framework.
  • Experience of working on defined benefit and defined contribution schemes.
  • Excellent communication skills; both written and oral.
  • Possess a customer focus, responding to client needs and building relationships.
  • Possess the ease and confidence to build those relationships with key individuals at a more senior level.
  • Be a good team player - working with others across departments and assisting with the development of less experienced members of the team.
  • Good at problem solving.
  • Strong in planning and organising - with a focus on meeting targets and establishing clear processes.
  • Willingness and ability to take ownership of issues.
  • Ability to work without supervision.
  • Strong analytical skills.
  • Attention to detail.
  • Experience in a similar role would be desirable.
  • Willing to undertake travel in the UK to support the business.
  • Able to manage own work allocation, to work as part of a client team.

Skills and knowledge

  • Good IT skills - must be competent with MS Word and Excel.
  • Ideally either PMI qualified or studying for PMI exams.
  • Commercially focused.