Pension Scheme Administrator

1 week ago

Glasgow, Glasgow City, United Kingdom Broadstone Full time

Job Summary


We are seeking a highly skilled Client Manager to join our Client Relationship Team at Broadstone.


The successful candidate will be responsible for building and maintaining successful client relationships, setting budgets, and meeting financial targets across our client bank.


Key responsibilities will include contributing to the delivery of Broadstone's administration and governance services, being the first point of contact for Trustees, Employers and other related parties, and attending meetings with clients as required.


Key Accountabilities



  • Responsible for building and maintaining successful client relationships.
  • Setting budgets and meeting financial targets across client bank.
  • Contribute to the successful delivery of Broadstone's administration and governance services.
  • Being the first point of contact for Trustees, Employers and other related parties to ensure queries are dealt with quickly and efficiently by the relevant Broadstone team.
  • Being the first point of contact for the Administration Team in the event of queries requiring client input.
  • Attend meetings with clients, both face to face and via video, as required.
  • Prepare agenda packs and minutes for Trustee Meetings, and chase up outstanding actions, as required by the client.
  • Promotion of other areas of the business that may be of interest to the client.
  • Preparing and presenting clear and concise reports based on data provided by the Administration or Actuarial teams.
  • Manage the installation of new pension schemes, where required.
  • Carry out any other duties that may be outside the standard remit as may be reasonably required by the Company and for the purpose of personal development.

Technical Knowledge and Professional Qualifications


Key skills include a good working knowledge of DB pensions, previous experience in the administration and governance of DB pensions, good planning and organisation skills, ability to work independently and prioritise own workload to meet client needs, attention to detail when working with scheme data and records, high standard of written and oral communication skills, and ability to present a variety of pension administration based topics in Trustee meetings.


Additionally, the successful candidate will have knowledge of Anti-Money Laundering, TCF and Data Management regulations and internal processes, and will adhere to all relevant laws & regulations, and Broadstone Policies & Procedures.


They will also achieve a good standard of ethical behaviour, do the right thing at all times, comply with all relevant professional standards, and comply with the FCA's requirements in relation to the Senior Managers & Certification Regime, Treating Customers Fairly and the new Consumer Duty.

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