DB Pension Consultant

  • Location:

    Bristol, England

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    Paul Covey

  • Contact email:

    paul.covey@search.co.uk

  • Job ref:

    Req/549646

  • Published:

    5 months ago

  • Expiry date:

    2020-02-29

  • Start date:

    27/01/2020 10:59:23

I am currently working with a well known Pension consultancy based in Bristol. They are looking for an experience Pension Consultant to join their team.

Key Responsibilities:

Account management

  • Be seen as first point of contact for general (i.e. non-actuarial / investment) queries:
  • Ensure all outstanding work for clients (including actuarial and investment tasks) is completed, delegating as appropriate
  • Oversee the annual budgeting exercise for clients
  • Maintain log of fees billed versus annual budget for client on an ongoing basis
  • Maintain log of own time billed to clients on a monthly basis
  • Maintain file notes of any material conversations / correspondence with clients (or with third parties regarding clients) and circulate to team File all client papers and keep all client files up-to-date
  • Client Meetings
    • Agree / arrange meeting dates with the client
    • Draft meeting agendas for review / agreement by the client
    • Prepare meeting papers for issue, including all governance documents
    • Arrange for papers to be issued, liaising with office support staff for hard-copy meeting packs, and uploading soft-copy packs to

Technical / Process

  • Draft all non-actuarial/investment communications to the client or third parties (emails, member communications, letters, short reports, long reports etc.), delegating and /or seeking peer review as appropriate
  • Oversee installation of new clients
  • Ensure that team-wide initiatives are progressed, maintaining client checklists as required
  • Ensure that annual Scheme Returns are completed on time
  • Ensure that annual HMRC Event Reporting letters are issued in good time
  • Ensure that Scheme Annual Report and Accounts are progressed in a timely manner, perform Consultancy review of accounts
  • Maintain Client Database on the WorkHub
  • Arrange annual account development meeting
  • Notify Consultancy Director and / or wider team of work carried out that might usefully be used as a precedent / template
  • Contribute to 'special projects' for Consultancy Team (e.g. SETs, drafting Briefing Notes) where appropriate

For you hard work within this role you will be rewarded with a competitve beniefits package.
 

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