At a Glance
- Tasks: Manage UK pension plans and support global financial wellbeing initiatives.
- Company: Join a leading global engineering and professional services organisation.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Gain exposure to global retirement programmes in a dynamic environment.
- Why this job: Take ownership of pension arrangements and make a real impact on employee wellbeing.
- Qualifications: Experience with UK pension schemes and strong analytical skills.
The predicted salary is between 65000 - 65000 £ per year.
Location: Epsom, Surrey (Hybrid)
Employment Type: Permanent
Salary: £65,000 per annum
About the Role
We're supporting a global engineering and professional services organisation looking for a Consultant, Global Retirement & Financial Wellbeing to support the governance and delivery of its UK and European retirement programmes, employee share plans and financial wellbeing initiatives. The role has direct responsibility for the UK defined benefit (DB) pension arrangements, working closely with trustees, advisers, administrators and internal stakeholders.
Key Responsibilities
- Act as the key contact for UK DB pension plans, trustees and advisers
- Oversee day-to-day pension operations, adviser delivery and projects
- Attend trustee meetings and support governance activities
- Coordinate member communications and employee pension queries
- Maintain governance records, trackers and reporting
- Support year-end accounting, board assurance and governance requirements
- Work with Payroll, Finance, Treasury, Legal and Rewards teams
- Support global retirement, share plan and financial wellbeing initiatives
- Assist with M&A pension due diligence and integration activities
Required Experience
- Experience working with UK trust-based pension schemes
- Background in pension operations, governance, secretarial or trustee matters
- Exposure to defined benefit (DB) pensions
- Strong analytical, communication and stakeholder management skills
- Ability to manage projects and work independently
Nice to Have
- Experience with pension risk transfer or scheme wind-up projects
- Multinational/global organisation experience
- HR committee reporting and risk management
- Global pensions accounting coordination
- M&A pension due diligence and integration
You'll have the opportunity to take ownership of UK DB pension arrangements while gaining broader exposure to global retirement, employee share ownership and financial wellbeing programmes within a large international organisation. If you have a strong background in UK DB pensions and are looking for a role with genuine ownership and wider global exposure, I'd be happy to discuss the opportunity with you.
Consultant, Global Retirement & Financial Wellbeing in Epsom employer: IO Associates
Join a leading engineering organisation that values innovation and excellence, offering a dynamic work culture where your contributions directly impact high-performance solutions in safety-critical environments. With a strong focus on employee growth, you will have the opportunity to mentor fellow engineers and shape technical direction while working in an Agile/SAFe environment. Located in the UK, this role provides a unique chance to be part of cutting-edge projects in defence, aerospace, and industrial technology, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Consultant, Global Retirement & Financial Wellbeing in Epsom
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IO Associates. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Consultant, Global Retirement & Financial Wellbeing in Epsom
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IO Associates.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IO Associates's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IO Associates
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IO Associates.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IO Associates will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IO Associates employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
