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Pensions Consultant

Pensions Consultant 

We are looking for a Pensions Consultant to work in our office located in Clifton, Bristol.

Our principal business activities are corporate pension consultancy, investment consultancy, scheme administration and the provision of actuarial services. We provide a boutique service to Trustees and employers.  Our focus is very much on the provision of a personal and professional service tailored specifically to meet each client’s particular needs.

This vacancy is in our Consultancy team who are responsible for the provision of all advisory services to our trust-based pension scheme clients. It is a small but progressive department with great opportunity for growth.

The individual will:

  • 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
  • Work well within a small, busy team
  • 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

 Duties will include:

  • 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
  • Acting as a general technical resource to Trigon
  • Attending technical meetings and seminars as and when necessary
  • Attending networking events and meeting networking targets
  • 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

The benefit package includes 25 days holiday, a discretionary bonus scheme, immediate life assurance cover and membership of our group pension arrangement.  Working hours are 9am to 5pm Monday to Friday with an hour for lunch.

To apply for this role, please send your CV together with confirmation of why you think you would be suitable for the role, by e-mail to Julia Stevens, HR Manager at Julia.stevens@trigon.co.uk