Pensions Executive

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Job description

The Role:

Salary: Negotiable Market Leading Base Salary, Bonus + Excellent Benefits
Location: London (with some hybrid working)

My client is a rapidly growing international organisation offering a range of solutions to the global Financial & Professional Services sector. As part of their exciting growth plans an opportunity exists to join one of their independent key business entities in a specialist Pension secretarial role, a key appointment as they continue to pursue market share expansion.

Principal Duties
Outsourced pensions executive services and projects:

1. Business planning/organisation - liaising with chair/trustees/in-house pensions leads and other stakeholders
2. Managing relationships with/ sourcing input from advisers and service providers on behalf of trustee boards and corporates
3. Scheme secretarial duties including
Planning/organisation - liaising with chair/trustees/in-house pensions manager
Meetings - preparation/attendance/minutes/follow-up actions
Member communications - e.g. trustee newsletters/Summary Funding Statements
Managing relationships with/ input from providers and advisers on behalf of the trustee board
Ongoing governance activity - including budget and cost control, maintaining business plans/risk registers, annual returns etc
Oversight and co-ordination of routine scheme projects e.g. annual report and accounts
Governance projects e.g. trustee effectiveness, service provider reviews and procurement projects
4. Strategic change projects - varying levels of involvement, as required (e.g. implementing investment strategy, scheme de-risking and wind-up projects)

Business development and client care
Networking, maintaining and developing external relationships to support business growth
Assist with developing marketing content - website, service line brochures, case studies, blog content
Managing client/ commercial relationships (e.g. invoicing, input into RFP responses and client agreements)
In collaboration with colleagues, contributing to development of new and existing service lines for the company.

Team and work management
Participating in induction and training activities
Establishing and documenting work protocols; maintaining work-management tools etc.

General Duties
Contribute fully to the development and growth of this growing business and ensure processes are efficient and effective, including thorough record-keeping and provision for client access
Undertake training and development as appropriate and engage fully in the performance management process.
Contribute to the culture positively, attend meetings as required, and carry out duties willingly and diligently
Where regulatory rules apply, abide by these in spirit and fact
Carry out such other tasks as you may be reasonably directed to do by your line manager and the senior management team from time to time

Essential Knowledge, Skills, Experience
Strong experience of all types of occupational pension schemes/knowledge of pensions market (gained from a minimum 5 - 10 years of working in pensions arena)
Up-to-date knowledge of technical pensions matters and industry developments
Competent user of MS office systems including Excel, Word, PowerPoint
Experience of managing third party / supplier relationships and dealing with industry regulators
Outstanding communication, numeracy and data manipulation skills (incl. grammar and adapting communication style to suit audience)

Preferred Knowledge, Skills, Experience
Part- or fully-qualified APMI, actuarial or equivalent professional qualification

Person Specification
High standards of professionalism, integrity and ability to maintain confidentiality
A confident, articulate communicator both written and oral
Able to work with little supervision on own initiative and outside of comfort zone
A "sleeves rolled up" style of working; pro-active in driving forward Trustee business plans and continuously striving for improvements
An innovative, solutions-focused, "can do" attitude to solving problems with the ability to collaborate in resolving client issues, develop process improvements and new service lines, researching and deploying new technologies where appropriate
Excellent time management, organisational and planning skills; able to prioritise work and meet competing deadlines
Able to be agile and adaptable to changing priorities, and to work flexibly
Diligent, systematic, logical, with meticulous attention to detail
Takes accountability for own professional knowledge and progress
Resilience, willingness to listen, learn and incorporate feedback

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