Pensions Management Consultant Amersham

Salary Description:
Location Description:
Job Role:
Pensions Administration Manager, Pensions Administrator, Pensions Consultant, Pensions Technician
Employment Type:
Contract Type:
Application Deadline:
25th June 2018
Profile Search and Selection Ltd
Job Ref:

Juliette Lister and Lisa Tremlett are currently assisting a TPA who are presently recruiting for a Pensions Management Consultant in Amersham

The role is to ensure the timely delivery of the Pension Management services as a structured and profitable service line and provide assistance in the development of tools used to support the role of Pensions Management Consultant and Client Account Manager.

Detailed Responsibilities

  • Follow the firm’s procedures for Pension Management work
  • Provide services to clients in accordance with the guidance on the Pension Management Intranet site
  • Implement Pension Management marketing initiatives
  • Assist at Pension Management internal or client seminars (drafting slides, etc.)
  • Assist in training and development of local teams on consultancy issues
  • Follow the guidance provided by PATH and PRG over practical implications of legislative changes
  • Keep up to date with developments in the Pension Management market

Client management

  • Taking personal responsibility for completion of work allocated to you, and meeting deadlines
  • Understanding the Firm’s client care policy and ensure that clients are treated fairly
  • General consultancy, dealing with clients’ telephone queries and day-to-day correspondence, providing technical advice where needed
  • Hosting client meetings where applicable
  • Take ownership of any customer concerns or complaints ensuring they are processed correctly and raised with appropriate reporting Partner immediately
  • Prepare fee quotes for work outside the fixed fee arrangements
  • Meet with clients and prospects

Team management

  • Training and helping the development of other team members on consultancy issues
  • Hosting, or taking an active role, in team meetings
  • Study monitoring, as and when appropriate
  • Formal work monitoring, such as PDRs, as and when appropriate

Research and development

  • Understanding requirements of Pension legislation, regulations, and other guidance
  • Complying with Continuous Professional Development requirements and attending external seminars and talks
  • Contribute to the development of tools and guidance to support the team, ensuring they remain appropriate for the work that needs to be carried out

Technical skills

  • Peer reviewing significant pieces of advice in accordance with professional requirements
  • Provision of benefits advice, guidance and Pension Management service to clients
  • Be aware of and who is able to provide the answers


  • Experience of working at a high level within an organisation administering a pension scheme.
  • Desirable to have a pensions or business qualification with a recognised professional body, preferably APMI / FPMI (or equivalent).
  • Be a team player
  • A proven effective communicator
  • IT skills to perform all aspects of work efficiently
  • Developing presentation skills to larger audiences, and able to host meetings
  • High professionalism skills

This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST havePENSIONS EXPERIENCE.Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.

This role would be suited to any of the following;

  • Pensions Administrator
  • Pensions Consultant
  • Pensions Management Consultant
  • DB Pensions Administrator
  • Final Salary Pensions Administrator
  • Pensions Admin
  • DC Pensions Administrator
  • Money Purchase Pensions Administrator

If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.

Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide -Please feel free to contact us direct should you wish to discuss any further vacancies

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