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- Tasks: Analyse pension cases and create expert witness reports for divorce and tribunal cases.
- Company: Join Mathieson Consulting, a leading consultancy in pensions advice.
- Benefits: Flexible working, professional development, and a supportive team environment.
- Why this job: Make a real impact in the lives of clients navigating complex pension issues.
- Qualifications: Experience in DB pension schemes and strong communication skills.
- Other info: Dynamic team with opportunities for growth and collaboration.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
What is the opportunity?
We have an exciting opportunity for a Pensions Analyst in Birmingham to join our subsidiary business, Mathieson Consulting. Mathieson Consulting is a consultancy firm which provides actuarial pensions advice for use in expert witness work. This primarily involves divorce work, but we also provide advice for employment tribunal cases and similar in respect of loss of pension rights. We are a small team of highly qualified professionals and experts who take great pride in making the area of pensions as stress free as possible for our instructing solicitors. You will provide expert witness reports, predominately in the field of Pensions and Divorce. We are instructed by solicitors acting on behalf of divorcing parties, to consider their pension assets, value them, and advise on various solutions for their division.
What will you do?
- Assessing cases and initiating letters and emails to instructing solicitors.
- Using pension scheme documentation including Cash Equivalent Value and Benefit Statements to obtain specific benefit details to be used within Expert Witness reports.
- Communicating with third party pension administrators and collating pension documentation necessary for individual reports to be written.
- Managing own workload to ensure administration team meets daily and weekly quality of service targets.
- Maintaining accuracy of client case records by using Microsoft Word and Excel as well as an in-house CRM database to undertake all administration tasks efficiently.
- Proof reading of Expert Witness reports both from presentational and technical point of view.
- Preparing invoices and general credit control duties.
What do you need to succeed?
Must-have
- Proven experience in a DB pension scheme environment, administration of pensions within a life office or IFA specialising in pensions.
Nice-to-have
- Any professional Finance related qualification is desirable.
- Prior knowledge of RBC values and practices.
What is in it for you?
We thrive on the challenge to be our best – progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Leaders who support your development through coaching and managing opportunities.
- Opportunities to work with the best in the field.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Flexible working and hybrid options fully supported.
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Additional Job Details
Address: 81 COLMORE ROW, BIRMINGHAM
City: Birmingham
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-11-27
Application Deadline: 2025-10-10
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
End note: The information in this posting is subject to change without notice.
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Mathieson Consulting - Pension Analyst employer: RBC
Contact Detail:
RBC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mathieson Consulting - Pension Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions field, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that Pension Analyst role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of DB pension schemes and recent changes in legislation. We want you to feel confident discussing your expertise and how it applies to the role at Mathieson Consulting.
✨Tip Number 3
Showcase your skills! Create a portfolio of your previous work, especially any expert witness reports you've written. This will help demonstrate your capabilities and give you an edge over other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Mathieson Consulting - Pension Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Analyst role. Highlight your experience in DB pension schemes and any relevant qualifications. We want to see how your background fits with what we do at Mathieson Consulting!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about pensions and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to mention your skills in Microsoft Word, Excel, and any CRM systems you've used. We value accuracy and efficiency, so let us know how you manage your workload and maintain client records.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at RBC
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of defined benefit pension schemes and the specific documentation involved, like Cash Equivalent Values. Being able to discuss these confidently will show that you're well-prepared and understand the core of the role.
✨Showcase Your Communication Skills
Since you'll be liaising with solicitors and third-party pension administrators, practice articulating complex information clearly. Consider preparing examples of how you've effectively communicated in past roles, especially in stressful situations.
✨Demonstrate Attention to Detail
As a Pension Analyst, accuracy is key. Bring examples of how you've maintained high standards in your work, particularly in proof-reading reports or managing case records. This will highlight your commitment to quality and precision.
✨Emphasise Team Collaboration
Mathieson Consulting values a collaborative environment, so be ready to discuss how you've worked successfully within a team. Share experiences where you contributed to group goals or supported colleagues, showcasing your ability to thrive in a dynamic setting.
