Manager - Pensions

Opportunities available at Manager and Assistant Manager level

Our client is a pension trustee and governance expert and there are opportunities available at both Manager and Assistant Manager level.

You will be responsible for a portfolio of clients where you will deliver a variety of independent trustee, governance, secretarial, project, trustee executive and consulting services depending on requirements to either trustee or governance clients.

It is a busy and challenging role as you will have the opportunity to be involved in all aspects of supporting trustees, trustee boards and running their pension schemes. You will work closely with senior colleagues and use your communication skills to build relationships with all the key stakeholders and scheme advisers. There will be opportunities to take a lead role on existing or new clients. You will be attending client meetings, preparing papers and supporting clients on specific governance projects.

Client responsibilities

• Act as the principal point of contact for a portfolio of pension schemes
• Analyse client situations, identify needs and propose appropriate solutions to meet client needs
• Take ownership to ensure that client problems are resolved satisfactorily
• Leading project work, such as adviser, de-risking projects and governance reviews
• Act proactively and in consultation with colleagues
• Carry out work in accordance with agreed procedures and standards
• Ensure that each scheme has a project or business plan agreed with the stakeholders
• Take action, where required, to address any deviation from the plan in terms of timescales or budget
• Ensure that schemes comply with their governing documents as well as statutory and regulatory requirements
• Carry out governance and secretarial services such as:
• Lead preparation of agenda and meeting pack for meetings
• Review and finalise minutes
• Creating scheme governance policies/documents for BAU matters (e.g. scheme business plan, risk register), chasing up outstanding meeting / project actions
• Analysis and oversight of scheme budgets
• Manage advisers and lead on some adviser calls
• Respond to queries
• Review administration performance and run tender processes
• Maintain the scheme’s database records
• Ability to draft and review substantial written communication and policies in a well presented manner
• Understand the commercial environment in which the Company operates and focus should be paid to ensuring that all work is billed up to date and work carried out profitably and correctly
• To continually look for ways to improve efficiency and therefore company profitability

Relationship management

• Actively work with clients to develop strong client relationships and all parties involved with the services (e.g. trustees, employer, advisers)

Key Requirements:

• Excellent knowledge of the technical aspects of the role covering DB, DC and hybrid schemes
• Able to prioritise workloads and deal with any urgent issues that arise, manage own and others time / manage expectations of team / clients deadlines and requirements and responsibility for ensuring delivered, delegate as appropriate
• Demonstrates initiative, able to motivate others and understands needs and expectations of stakeholders
• Excellent written and oral communication skills
• Have a strong sense of client care and professionalism
• Demonstrates leadership in high pressure and fast paced environment without diluting the quality of work
• Easily builds relationships with clients gaining their trust and respect
• Deals effectively with challenge/conflict and comes forward with options, ideas and solutions adapted to the audience.
• Ability to assimilate information and communicate complicated scenarios in a simple manner
• Ability to work on own as well as a member of a team
• Analytical and numerical ability – able to analyse, evaluate and interpret data