Pensions Consultant

Salary Description:
£40, 000 - £45, 000 per annum
Location Description:
Job Role:
Pensions Consultant
Employment Type:
Contract Type:
Application Deadline:
4th March 2019
ORB People
Job Ref:

Job Summary

We are currently recruiting on behalf of our client for a Pensions Consultant in Bristol. You will join the consultancy team who are responsible for the provision of all advisory services to trust-based pension scheme clients. This role is based in a progressive department with great opportunity for growth.


  • Acting as Scheme Manager and/ or Consultant on designated schemes
  • Establishing and maintaining good working relationships and managing client expectations and needs
  • Liaising with third parties such as administrators, actuaries and solicitors to provide a cohesive service to clients
  • Attending and presenting at trustee meetings, including preparation, minutes and any subsequent actions
  • Producing presentations and reports
  • Advising clients of changing legislative or market trends and ensuring that clients are compliant with legislation
  • Chasing and updating of scheme documentation including Payment Schedules, signature mandates, SIP, IMAs, Trustees’ Report and Accounts, SFS and other documentation as required
  • Updating internal controls, meeting plans, anti-bribery policies, confidentiality agreements, conflict of interest policies and registers, training logs and internal dispute resolution procedures as appropriate
  • Project managing the installation of new schemes as Consultant or appointed Installation Project Manager
  • Overseeing the issue of fee invoices for clients and updating Service Agreements
  • Providing new business quotations and presentations where necessary
  • Work with directors and management team to ensure new business targets are met
  • Providing training on consultancy topics for the company
  • Delivering Trustee training to our clients

Experience and Education Requirements

  • Have experience running and presenting at pension Trustee Meetings
  • Have strong technical knowledge of both Defined Benefit and Defined Contribution scheme governance and regulatory requirements
  • A good understanding of the pensions market and wider financial services industry
  • Have a professional, proactive, flexible and positive attitude
  • Be able to prioritise and organise workload
  • Have good analytical skills, a good level of accuracy and attention to detail in all work completed
  • Be able to deliver information in an effective manner in client meetings and training sessions
  • Communicate effectively in writing and verbally
  • Have good customer service and relationship building skills
  • Have the ability to delegate work as and where required to ensure deadlines are met
  • Work well independently and proactively
  • Have achieved APMI or equivalent

Our Client offers a great benefit package which includes 25 days holiday, a discretionary bonus scheme, immediate life assurance cover and membership of their group pension arrangement.

If you feel this role is suitable, please apply and one of our consultants will be in touch.

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