Do you have proven project-based experience coupled with excellent Excel skills?

We are working with this leading pensions consultancy who are seeking a pensions analyst to work within their GMP equalisation team, supporting the delivery of key client projects.

This role is technical where you will be responsible for providing support and mentoring to junior colleagues as well as working across a variety of scheme events.

Candidates must have the ability to analyse and check pensions data and produce data reports and calculations in bulk using Excel.

To be considered, you should have good Excel skills, in depth knowledge of DB pensions schemes and have relevant pensions project work.

In return, our client offers flexible working options – opportunity to be permanently home based or from any of their regional offices, along with a comprehensive benefits package.

Please email your CV in the first instance and one of our Consultants will be in touch.

Located in the centre of Bristol, the Bristol office is looking to recruit a qualified actuary to join this friendly team of pension consulting staff
The role involves working with a mix of consultants, including qualified and non-qualified actuaries, to provide an exemplary service to clients on all aspects of pensions consulting work. You will work with a wide range of clients, from FTSE 100 organisations to smaller local companies.

Responsibilities

• Establish the service requirements of internal and external clients, delivering high quality work as part of a client team
• Apply problem solving and analytical skills, proactively seeking and collaborating with others to find solutions
• Contribute to a mixed portfolio of client teams, including the preparation of valuation and accounting results as required
• Develop a comprehensive knowledge of products and services of the Benefits practice and the firm, communicating and advising on the use of these to others as appropriate
• Interact with clients and fellow associates in a professional manner, building strong working relationships
• Manage own workload and client team workload across multiple projects and clients, potentially with competing deadlines
• Provide on the job guidance for more junior associates as appropriate

Qualifications/Knowledge

• Qualified actuary
• Strong emphasis on client and communication skills (both written and oral), with the potential to use these skills to operate at a senior level
• Ability to interact with clients, both face to face and by telephone/ email
• Excellent intellectual ability, supported by strong analytical and numerical reasoning skills

Role Purpose

To assist in the rectification and equalisation of GMPs.

Responsibilities will include preparing and analysing data, calculations and letters/reports for review by colleagues, and system updates.

Key Accountabilities

Working closely with the administration teams, you will be actively involved in all aspects of GMP rectification and equalisation work. You will have a background in GMP reconciliation and/or scheme administration and will possess a keen eye for detail. You will have a methodical and logical approach to your work and possess project management skills, which will enable you to control the process and deliver accurate and efficient results.

You will be adept at performing pension scheme calculations, and also have the following experience:

• An understanding of the GMP Reconciliation process in terms of how it works and what it aims to achieve
• An understanding of how to use HMRC’s Shared Workspace and GMP Checker tools
• An understanding of how a GMP is formed and the various revaluations attached to attached to GMPs and excess pensions.
• A good understanding of Excel

As part of the rectification/equalisation work agreed with clients and as directed by managers, you will be required to:

• maintain membership records on the administration system.
• calculate benefits for members.
• deal with queries from members, the employer and the trustees by telephone, email and letter.
• liaise closely with consultants and the administration teams, as required.
• index and file client documentation.
• adhere at all times to all relevant practice and procedures.
• monitor target dates on the work log system to ensure service level standards are met
• update time records on the work log system and/or other system on a daily basis.
• be flexible and provide such other support as would be reasonably expected within the role.

Technical Knowledge and Professional Qualifications

Key Skills

• Good communication skills both verbal and written
• Ability to work on own as well as a member of a team
• Analytical and numerical ability – able to analyse, evaluate and interpret data
• Ability to multi-task
• Ability to prioritise workloads and deal with any urgent issues that arise

Required

• Educated to a minimum of A Level standard (or equivalent)
• GMP and/or pension scheme administration

Located in the centre of Bristol, the Bristol office is looking to recruit a qualified actuary to join this friendly team of pension consulting staff

The role involves working with a mix of consultants, including qualified and non-qualified actuaries, to provide an exemplary service to clients on all aspects of pensions consulting work. You will work with a wide range of clients, from FTSE 100 organisations to smaller local companies.

Responsibilities

• Establish the service requirements of internal and external clients, delivering high quality work as part of a client team
• Apply problem solving and analytical skills, proactively seeking and collaborating with others to find solutions
• Contribute to a mixed portfolio of client teams, including the preparation of valuation and accounting results as required
• Develop a comprehensive knowledge of products and services of the Benefits practice and the firm, communicating and advising on the use of these to others as appropriate
•  Interact with clients and fellow associates in a professional manner, building strong working relationships
• Manage own workload and client team workload across multiple projects and clients, potentially with competing deadlines
• Provide on the job guidance for more junior associates as appropriate

Qualifications/Knowledge

• Qualified actuary
• Strong emphasis on client and communication skills (both written and oral), with the potential to use these skills to operate at a senior level
• Ability to interact with clients, both face to face and by telephone/ email
• Excellent intellectual ability, supported by strong analytical and numerical reasoning skills

Our client is a market-leading technology provider within the Pensions industry and they are experiencing exciting levels of growth.

They are looking to recruit to a number of positions offering the opportunity to work on a hybrid basis split between home working and office based.

About the role 

• As a Calculations Analyst, you will be providing analyst expertise and support for client solutions gathering client requirements and translating them into specifications for a developer to deliver the technical solution.
• You will provide pensions calculations solutions across a number of platforms.

The candidate

• Knowledge of working DB pensions is essential, with an IT-focus.
• Good experience of Excel and in the creation and use of formulas
• Ideally experience writing Macros in Excel using VBA
• SQL & SQL Server experience is desirable but not essential.
• Business Analysis skills

Our client is a fast growing pensions technology data consultancy and this role is responsible for the design and development of client specific solutions, built as an extension to their core product suite. The primary purpose of the role is to deliver pension calculation solutions and changes.

Suitable candidates will ideally have

· Experience of Visual Studio 2015 or above and .NET framework 3.5 or above

· Experience of developing in VB.NET

· Good understanding of OOP concepts, programming & design patterns

· Experience in SQL Server 2012 or above and with writing stored procedures and TSQL

· Experience of source control using an appropriate tool like TFS, GitHub

Desirable skills

· Experience of constructing automation/unit tests through frameworks like NUnit

· Experienced in developing SSIS solutions

· Experience of Microsoft Office

· Experience in designing tables, indexes and keys in SQL Server

Skills

· Knowledge of OpenXML

· Worked with SonarCube, Continuous Integration and deployment using Azure DevOps

· Deployment strategy of web applications, load balancers and DR strategy

Experience

· Working in an environment delivering projects and solutions to end user clients

Desirable

· Experience working in a regulated environment such as financial services

· Knowledge of UK pensions through delivery, support or administration type roles

· Full SDLC experience

Candidates will have strong interpersonal and communication skills, excellent problem-solving skills and ability to think laterally.

You will be able to articulate complex messages with clarity and ease and work well under pressure with changing work priorities.

Our client is a fast growing pensions technology data consultancy. They help the pensions and insurance industry get full value from their data, solving complex data problems so that they can save money, reduce risk and give their customers a better experience.

Our client is recruiting Analysts to join their growing team working flexibly from their offices in Bristol (they do operate a hybrid working model involving work from home).

They are seeking logical thinkers who can engage on client projects, working closely with clients to solve their complex data problems.

Typically, you will work on large database projects across a variety of memberships and schemes. No project will be exactly the same.

You will be learning new technologies and you will have access to complex data services.

The role will include providing input to projects, client and service management, delivery incorporating data analysis, data mapping and migration, and calculations.

Please note, candidates would ideally possess experience of pensions administration systems although if not, their technical skills must be advanced level.

Skills/Experience

• Excellent MS Office skills – especially Excel
• Pensions Knowledge – legislation, terminology, calculations
• Data analysis techniques and processes
• Familiar with project management methodologies
• High-level knowledge of SQL and VBA
• Experience of pension administration systems essential

Our client is looking for a Senior Pensions Administrator to be responsible for the day-to-day administration services provided to own portfolio of clients in Trust Based Pensions.

Key Accountabilities

• Main point of contact for allocated clients and responsible for ensuring that the day-to-day administration services are provided to a high standard
• To delegate work to Pension Administrators as appropriate
• To check the work of the Pension Administrators and other Senior Administrators in line with team procedures
• Monitor target due dates to ensure service level standards are met for clients
• To ensure that all work that leaves the team is of a high standard
• To adhere at all times to the Trust-Based Pensions Administration Procedures Manual.
• To attend Trustee meetings and other client meetings as required
• To prepare draft quarterly invoices for consultants
• To provide assistance on one off projects as required
• Provide updates at monthly team meetings of development/changes on own clients that rest of team should be aware of

Technical Knowledge and Professional Qualifications

Key Skills

• Able to provide excellent customer service to clients and build strong client relationships
• Excellent communication skills both verbal and written
• Experience of supervising and mentoring junior staff
• Good understanding of current pensions legislation
• Ability to work on own as well as a member of a team
• Delegation skills

Candidates will be educated to A level standard and have experience carrying out a similar role with a Third-Party Administrators or In-house occupational pension scheme

Role Summary

Our client is looking to recruit Pension System Analysts with strong analytical and project management skills who will be responsible for scoping, and delivering projects for their new and existing clients.

The role will involve requirements definition, technical design, build, end product documentation and support. The projects are often time critical in response to legislative changes. You will have exceptional attention to detail and enjoy ownership of a project from initial project scope through to completion. It’s an exciting role which enables the successful candidates to utilize their strong analytical and project management skills in work which has a direct impact on their clients.

They have a number of new permanent opportunities at different levels, so will consider applications from candidates who already work as Pension Systems Analysts and from candidates with strong pensions experience who are either looking for a change in direction or their next step up.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Undertake an analysis of a pension’s requirements from an outline of user requirements, or from a more detailed feasibility study.
• Agree the scope of work when undertaking a pensions analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included.
• Develop and maintain Pension Scheme calculations across a range of products
• Analyse Clients’ Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping)
• Define, configure, test, implement and maintain specific pensions elements across the whole suite of the Company’s software. Continuously develop a professional, technical and commercially aware approach.

Skills, Knowledge & Experience

The successful candidate will demonstrate the following experience skills and behaviours:

• Previous experience in a pensions administration role with a desire to move into a business analysis/systems role or previous experience as a business analyst in a pensions environment
• Strong MS Excel skills
• Some work experience in a technology or project management related role would be advantageous
• Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving
• Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues
• Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively
• An understanding of UK Pensions legislation and its impact on administration.

Provide resource and process leadership for the group risk team as well as the day to day administration of a portfolio of clients’ group risk insurance policies.

Key responsibilities & accountabilities

• Full time role managing SME Risk team client allocation, monitoring income and performance relative to Basildon’s allocated clients.
• Ensure suitability & uniformity of approach in technical and team processes.
• Coordinate communications and approaches across the client portfolio including Healthcare and Online team involvement.
• Manage an allocated portfolio of clients – this may include affinity & specialist products.
• Completion of all mandatory compliance training.
• Ensuring team adherence to company Conduct Risk and Compliance requirements.

Skills, abilities & personal qualities

• A significant knowledge of the Group Risk insurance market, products and providers.
• A good knowledge of Microsoft Excel and Word and be able to formulate/ manipulate spreadsheets and create/format Word documents and template reports.
• Have a limited knowledge of the interface of DB/DC pensions with life assurance and ill health early retirement requirements.
• Display good attention to detail, following processes methodically whilst showing an ability to assimilate, delegate and give instructions without onerous supervision.

Our client is seeking to recruit a part qualified actuary to join their Bristol offices.
This is a varied role with outstanding career progression opportunities available within the team, making this a stand out opportunity.
The successful candidate will get the opportunity to apply their actuarial, consulting and project management expertise in the areas of asset liability studies, scheme design & valuation, M&A work as well as for many other ad-hoc projects.
The successful candidate will be a part qualified actuary with a good understanding of UK pensions schemes, and excellent academic and actuarial exam pass record.

Our client is looking to recruit an experienced Defined Benefit Pensions Administrator for this role based in the Bristol City Centre.

Candidates should have a minimum of 4 years experience preferably from a third party administration employer and have a strong mathematical background as well as good communication skills.

For more information on this role, please click apply and attach your CV and one of our consultants will call you to discuss.

To provide an effective and efficient pensions administration service to clients, whilst participating in achieving team objectives.

Key responsibilities & accountabilities

Performing various administration tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths, this includes:

• Updating relevant pension administration databases and systems.
• Logging and scanning post/correspondence.
• Handling both Department for Work and Pensions (DWP) and HM Revenue and Customs (HMRC) queries.
• Receiving and handling internal and external telephone queries.
• Running automated systems calculations.
• Performing manual benefits calculations.
• Developing a basic knowledge and awareness of their clients and associated schemes.
• Assisting the team with project related work e.g. bulk mailshots to scheme members.

Competencies

Knowledge & experience

Previous office based experience ideally gained within the financial services or pensions industry would be advantageous. This role is likely to appeal to individuals with up to 12 months experience although not exclusive as all applications will be considered on an individual basis.

Able to demonstrate a numerical aptitude evidenced by work related experience or academic achievements

IT proficient, in particular Microsoft Word, Excel & Outlook.

Training, education & qualification

Educated to a minimum of A Level or Degree or equivalent standard.

Ideally a minimum of three C grades or above at A Level or equivalent qualification.

Strong Maths and English GCSE or equivalent qualification – minimum grade B.

Willingness to study for a relevant pensions qualification e.g. CPC/DPC/RPC/APMI.

Our client requires an individual with experience of Defined Benefit Pensions Administration to work within a team responsible for scheme events – Pensions projects including renewals, pension increases.

Candidates should have good mathematical skills and experience working in a third party pensions administration environment.

Skills required;
. Excellent analytical skills and attention to detail
· DB pensions knowledge
· Ability to absorb new information quickly and to work to client deadlines
· Ability to work in a logical and disciplined manner
· Basic Microsoft Word skills
· Excellent numerical skills

Working as part of an implementation team to deliver automated solutions to client pension schemes for a provider of Third Party Administrator (TPA)

Candidate Requirements;

• Experience of full cycle of DB and DC pensions scheme implementation
• Highly numerate (A level maths or numerate degree preferred)
• Analytical, logical and creative approach to problem solving
• Up to date DC and DB pensions knowledge. APMI or studying for an advantage
• Experience of SQL preferred
• Advanced Excel knowledge
• Able to work as part of a team and manage own workload/projects.
• Adaptable
• Good decision making capabilities
• Capable of delivering accurate results on time
• Excellent time management skills
• Excellent communication Skills
• Able to produce user guides and deliver training to end users
• Meticulous and thorough approach to testing

Our client, an award winning provider of Pensions and Payroll software packages is looking to recruit a Senior Project Manager as part of their continued expansion.
Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• The establishment and running of the project, including preparation of the Project Initiation Document and the overall Project Plan
• Day-to-day management of the project, including production of the required products, maintenance of the project plan, securing resources for the project, and escalation of risks/issues as required
• Liaison with programme management if the project is part of a larger programme.
• Liaison with related projects (either internal or projects that the Client is undertaking) to ensure that work is neither overlooked, not duplicated.
• To be proactive in identifying potential problems, and to propose corrective action to try and alleviate them
• To run an effective Change Control process, ensuring that changes are properly identified, costed, and their impact on the project are fully assessed.
• To ensure that the project has sufficient internal governance and senior management visibility – including holding a monthly internal Project Board
• To establish a clear, formal, communication lines with the client – including regular progress reports and formal Project/Steering Boards.
• To liaise with any external suppliers as necessary

Skills, Knowledge & Experience

The successful candidate will demonstrate the following experience skills and behaviours:

• Excellent analytical skills and innovative approach to problem solving.
• An ability to investigate and interpret client needs and business requirements and translate them into specifications.
• Excellent Communications Skills and able to liaise confidently with a range of internal and external stakeholders
• Wide knowledge of software delivery methodologies and best practice

Candidates will ideally be a PRINCE 2 qualified experienced project manager with previous experience of successfully managing client facing projects end to end
Excellent written and verbal communication skills, Excellent stakeholder management skills, with the confidence to challenge supportively and effectively where appropriate.
In excess of 5 years large scale Project Management experience and Excellent time management skills.

This role will involve significant travel between company sites as well as travel for client visits.

Our client is a busy directly regulated IFA.

They have an excellent and busy team working from offices in Bristol, Exeter and from home.

The government’s initiative allowing Pension flexible benefits means they have taken on substantial new enquiries that need detailed analysis reports for defined benefit schemes. Initially and after training, this will be 90% of the role of helping deliver these complex reports.
It needs an eye for detail, concentration and accuracy as their clients are relying on them.

To be considered you must have experience of working in a Pension Administration or a Technical environment specifically dealing with defined benefit pension schemes and be aware of the components that make up these pensions. This is a flexible role time wise.

They will consider full time (37.5 hours a week) and part time candidates with hours (day, evening or weekend) to suit you. In addition the role is particularly well suited for working from home.

They offer a salary of up to £25,000pa and part time equivalent with flexible benefits.

Candidates should have a minimum of around 3 years experience of DB Pensions and knowledge of Guaranteed Minimum Pensions.

If you would like to discuss this, or indeed any other opportunities in Pensions, please call or email Ian.

To undertake the routine administration tasks for a portfolio of client pension schemes efficiently, professionally and profitably.

• To meet the day-to-day administration needs of a portfolio of clients in an accurate and timely manner and in accordance with any agreed standards and procedures
• To ensure quality of output to all customers is technically correct at all times and meets corporate standards
• To ensure priorities are agreed as necessary, both internally and with the client, and deadlines met including service standards and disclosure requirements
• To build professional and friendly relationships with clients
• To process membership events from start to finish
• To accurately calculate and communicate pension scheme benefits having regard to the Scheme Rules, Inland Revenue and legislative requirements
• to put benefits into payment and complete statutory and other forms
  -Deferred Pension.
  -Retirement (Normal, Early, Ill Health, Late) from active and preserved status.
  -Death (Active, Preserved, Pensioner).
  -Transfers in and out.
  -Pension Increases
• To carry out monthly collection, processing and prompt investment of contributions and payment of group life premiums
• To carry out all year end procedures, processing renewals, producing annual benefit statements
• To produce data extracts for valuation, life assurance and other purposes
• To maintain work control systems and accurate client database with correct checks and reconciliations; producing and updating records accurately for new entrants, exits and status changes, miscellaneous amendments, renewal updates and validations, pensioner amendments
• To ensure risk benefit underwriting procedures are met
• To provide input / take part in any initiatives or projects by the business, including installation of new clients
• To attend to telephone and written queries on own initiative
• To identify problems or deficiencies in documentation, bases or data and refer to senior colleagues
• To ensure that all reporting requirements are met in relation to relevant schemes

Our client is looking to recruit a Senior Pensions Administrator with a minimum of 4 years experience derived from a third party administration environment.

This role involves the manual checking of calculations so candidates require a mathematical/analytical background and experience in the use of Excel.

Other responsibilities include;

· Checking/signing out all administration tasks, including:

– Calculations for leavers, retirements, deaths

· Handling complex queries and telephone calls.

· Training and mentoring of more junior members of staff.

· Taking responsibility for ad-hoc projects and exercises.

· Keeping up to date with technical developments.

Candidate description

· Experience gained in the administration of DB schemes, including leavers, retirements, deaths, transfers in, transfers out, benefit statements, renewals and pension increases.

· Experience of current pensions legislation and framework is essential

· Third party pensions administration experience preferred, although strong all round experience within an in house pensions department, which is not purely process driven, will be considered.

· Able to demonstrate a numerical aptitude evidenced by relevant academic achievements or equivalent work related experience.

· Preferably educated to A-level standard or equivalent ideally in a Mathematical related subject.

Our client is looking for an experienced Pensions Analyst to engage on client projects solving complex data problems.

The role is offered on a hybrid basis from London, Surrey or Edinburgh offices.

Responsibilities:

Data analysis

• Undertake and deliver analysis of pension data from pensions administration, payroll and annuity systems by designing, specifying and querying SQL data and reports,
• Investigate and document issues / errors found within pension scheme data .
• Produce calculation specifications based on Trust Deed and Rules for various pension schemes.
• Create calculation proforma for data cleanse and benefit audit exercises.
• Perform testing on calculations to ensure expected results and investigate any errors.

Experience:

• A number of years experience as an Analyst in a similar industry (financial services, banking, insurance, software).
• Logical thinker with a proven talent for analytical problem solving.
• Ability to provide concise results and conclusions from large datasets.
• Good pensions knowledge –legislation, terminology, calculations.
• Good knowledge of SQL and ideally VBA.

An excellent benefits package is available with this role which is offered on a hybrid basis working from home 2/3 days per week.