Pension Consultant

1 week ago

Edinburgh, United Kingdom Lockton, Inc. Full time

**General information**:
**Reference **:001833

**Vacancy location**:
**Location**:
UK, Scotland, Edinburgh

**Vacancy details**:
**Job Profile**:
Lockton - Experienced Professional

**Title**:
Pension Consultant

**Description**:
Due to rapid growth Lockton People Solutions are looking for an Associate Pension Consultant to join our growing Workplace Pension team in Edinburgh.

This is a great opportunity for someone looking to take their pension career to the next level, whether that be moving from a similar role or an administrator/paraplanner/support consultant who would like to develop their career in a consultancy role.

**Key Responsibilities**
- Preparation of Governance packs for client meetings - requesting data/ MI, reviewing documentation and preparing Governance material for client meetings.
- Attendance at pension governance and client review meetings - drafting minutes and following up on actions.
- Supporting the sales team and pension consultants with on boarding new clients.
- Supporting the production and deployment of pension communications.
- Supporting the pension process when working with flex/online providers to ensure a seamless journey for clients.
- Updating client plans and ensuring all client review documentation is up to date an accurate.
- Working with consultants on pension projects to support provider reviews, salary exchange, auto enrolment audit and client work.
- Managing employee queries
- Maintaining relevant databases to ensure client records are kept up to date and clients invoiced on time.
- Working with the wider people solution team to deliver excellent customer service to the client.
- Managing your own portfolio of SME clients to develop your consultancy skills and developing your client management skills.

**Essential**
- Experience and understanding of the UK pensions, in particular the Direct Contribution (DC) / Group pension market.
- Knowledge of auto enrolment legislation and practices.
- Good excel, word and PowerPoint skills.
- Outgoing, with the ability to confidently build relationships.
- Excellent communication skills with the ability to effectively manage stakeholders
- Excellent organisational and time management skill with the ability to manage tight deadlines.

**Desirable**
- Experience with working with flexible benefits technology.
- Wider employee benefits experience/ knowledge.
- Have professional qualifications or working towards them.
- Lockton has been awarded the Best Place to Work in Insurance for 13 years in a row, and has also achieved regional accreditation: placing in the top 75 best large companies to work for in London, top 10 best companies to work for in Northern Ireland, top 40 for Scotland and the top 100 for the Midlands._
- Lockton is committed to providing equal opportunities to all applicants, creating an inclusive working environment, and making recruitment barrier-free._
- Lockton’s working environment is agile, and we also recognise that our Associates are balancing careers with commitments outside of work. We are open to discussing agile and flexible working situations._
- We welcome you to inform us confidentially if you require any adjustments during the recruitment process._

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