About the role
Join to apply for the Pensions Consultant role at Spence & Partners Limited.
About Us
Spence & Partners is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.
The 3173 Group of companies includes Dalriada Trustees Limited, Spence & Partners and Mantle, each providing specialist pension and investment services.
About You
We are looking to hire a Pensions Consultant who wants the opportunity to continue their career within an award‑winning and growing organisation.
To make an impact in this role, you will be a highly motivated individual who is looking to take increased responsibility in the management of a portfolio of Defined Benefit (DB) pension schemes and acting as a day‑to‑day contact for our clients.
Responsibilities & Core Criteria
The Pensions Consultant will be a key part of our professional team, responsible for a defined portfolio of clients.
Core responsibilities
* Own and/or support in the management of a group of relationships with Trustees and Sponsors of DB pension schemes.
* Management of specific projects, e.g. GMP equalisation, ORAs.
* Oversee delivery of all aspects of pension scheme governance to ensure full compliance and no breaches.
* Act as day‑to‑day contact for clients and attend client meetings.
* Maintain services in line with the client contract and internal quality standards, manage the scheme business plan and agreed actions and maintain key governance documents.
* Where relevant, carry out scheme secretarial activity, including arranging meetings, setting agendas, compiling meeting packs.
* Lead and/or support on client issues, being solution focused and working closely with the client team as required.
* Monitor budgets and ensure defined financial metrics are achieved.
* Business growth responsibilities.
* Build a growing network of professional contacts at a regional level.
* Support in tender activity including pitches.
* Regularly contribute to our marketing collateral.
* Identify and share opportunities for product and service enhancements through client proposition and revenue generating opportunities.
Personal Growth responsibilities
* Actively build skills and experience towards your own defined development goals.
* Keep abreast of all regulatory and governance changes.
* Attend training, both technical and other business skills as required.
* Experienced DB pension industry background with minimum 3 years’ experience in similar role or managing clients in a DB pensions administration context.
* Able to demonstrate good technical understanding of pension legislation, regulations and other relevant guidance, codes of practice, including scheme management and compliance, best practice guides and a knowledge of defined benefit and defined contribution schemes.
* Evidence of client management responsibility and ability to progress with multiple strands of activity.
* Excellent communication skills, both written and oral, with the ability to articulate technical points into lay terms.
* Use of computerised systems e.g. Microsoft Office products; in particular Excel, Word and PowerPoint; and the ability to learn and utilise bespoke systems and procedures.
* Working towards or successfully completed as Associate or Fellow member of the Pensions Management Institute (APMI/FPMI) or considered equivalent post qualification.
* Track record of delivering in a client management role, including project management exposure.
* Experience of new business activity including new business pitches, networking and attending industry events.
Circumstances
* Location: One of our offices in London, Manchester, Glasgow or Belfast.
* Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required.
* All roles are subject to a six‑month probationary period and all prospective employees are required to complete an Access NI check.
* As part of the pre‑hire process the successful candidate will be subject to reference checking security vetting.
* Spence & Partners is an Equal Opportunity Employer.
Applying with a disability or long‑term health condition?
We are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long‑term health condition from applying to work with us. If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support.
Any information you give us will be treated completely confidentially.
We will contact you if we need further information. Due to the changing nature of our business the role profile will inevitably change, and you may be required to undertake other activities of a similar nature that fall within your capabilities, as directed by the board.
Senior Level
Associate
Employment Type
Full‑time
Job Function
Finance and Consulting
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