Pensions Consultant

About the role

Join to apply for the Pensions Consultant role at Spence & Partners Limited
.

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.

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.

The Pensions Consultant will be a key part of our professional team, responsible for a defined portfolio of clients.

• 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.

• 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.

• 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.

We are committed to increasing the representation of disabled…