Our client is looking for an enthusiastic and self-motivated individual who is keen to develop a pensions career in a successful and growing firm, who has recent experience working in a pensions consultancy environment or large in-house pensions team, and is able to communicate well with colleagues, clients and/or advisers in person, by phone and email.
Is this you? You are of course welcome to get in touch to find out more.
Responsibilities:
- Organising trustee meetings, drafting agendas, producing meeting packs, preparing trustee papers, producing and managing an actions log
- Working knowledge of trustee documents such as a calendar of events, conflicts registers, risk registers and training logs
- Dealing with regulatory bodies and third party providers
- Getting involved in a broad mixture of client and non-client work
- Joining a number of client teams of varying sizes, each made up of people ranging from analyst to partner level
- You’ll be encouraged to develop your skills, knowledge and understanding in all aspects of the pensions and benefits field
- Participating in a training program covering technical, IT, consulting and soft skills.
- Working with and learning from experienced colleagues
- Receiving support in studying towards relevant professional exams including mentoring, study leave, study materials and tutorials
- Developing, over time, the skills required to be an effective and successful consultant
Skills and experience required:
- Acting as a named Trustee Secretary
- Attending trustee meetings and presenting items
- Preparing high quality trustee meeting minutes
- Drafting communications and delivering presentations
- Supporting trustee sub-committees
- Managing member nominated trustee exercises
- Managing the audit process
- Monitoring invoices and budgets
- Enthusiastic individual with experience in a similar role, must be comfortable working both independently and as part of a team
- Excellent oral and written communication skills, with impressive grammar skills for proofreading and writing correspondence
- Excellent attention to details
- Numerate – knowledge of very basic accountancy would be helpful but not essential