Pensions Consultant

From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden Group Holdings for lots of different reasons, but they stay for the same one: our culture. That’s what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden Group.

Howden Employee Benefits & Wellbeing

Senior Pension Consultant Role

From day one, our mission has been to create an independent business with a unique culture - one that is controlled by the people who work for it. Finding the most talented and entrepreneurial people has always been key to our success.

People come to Howden Group Holdings for lots of different reasons, but they stay for the same one: our culture. That’s what sets us apart, and why we nurture and retain the best talent in the market. Whatever your priorities - work/life balance, career progression, sustainability, volunteering - you’ll find like-minded people driving change at Howden Group.

Role Purpose

Acts as a key relationship and development contact between prospects, key clients and workplace savings providers to ensure compliant, efficiently run workplace pension schemes and well informed membership. Through a clearly communicated proposition, secure new fee income clients and provide appropriate solutions to existing clients. Client accounts assigned to the role holder are often higher value, important and complex, requiring advanced levels of expertise and efficient delivery of solutions.

KEY ACCOUNTABILITIES:
Planning
- Determines own (and others’ if appropriate) work priorities and activities in line with agreed plans to ensure the achievement of personal and Team objectives
- Meets agreed ongoing and new business targets
- Builds agreed plans with clients and coordinates service delivery
- Participates in team meetings, reporting on business progress within their area of responsibility
- Manages assigned projects and contributes to other projects as required
- Provides relevant management information, as required
- Monitors and forecasts renewal and new business activity to aid effective planning and resourcing
- Conducts research and collects feedback from the market, to assist in the maintenance and development of the Workplace Savings & Education proposition
- Seeks opportunities internally and externally to grow the book of business by actively monitoring the market and seeking opportunities to meet/exceed business goals and targets
- Contributes to the Team’s tactical plans
- Regularly reviews service quality with clients and takes actions as necessary
- Works to generate potential additional income streams by introducing other Howden service specialists

Technical
- Reviews client documentation to ensure that information presented is sufficiently comprehensive/ accurate and compliant to support the workplace pensions scheme governance and communication
- Collates and communicates clients’ requirements to ensure appropriate solutions are delivered
- Delivers educational presentations to employees on various financial topics
- In conjunction with the Workplace Savings & Education Team prepares new client tenders, existing client governance and market review reports
- Liaises with and advises clients, investigating and resolving queries
- Is aware of, and satisfies tax and legislation requirements
- Responds to market and third party queries as appropriate
- Produces high quality and compliant market documentation ensuring appropriate solutions are secured
- Ensures up to data records are maintained at all times on the Company systems
- Be seen as a workplace pension expert internally and a go-to person for other team within the company

Policy, Process and Procedures
- Works within agreed parameters and uses relevant systems to ensure documentation/communications adhere to company procedure/compliance requirements and provide an adequate audit trail
- Co-ordinates prompt and accurate processing of data on relevant systems in order to support and improve high levels of client service/internal process execution, and to facilitate informed analysis
- Maintains appropriate client files, and oversee the prompt and accurate production of appropriate documentation to best meet client, company and regulatory requirements
- Ensures appropriate due diligence/sanctions checks are conducted in line with company procedures
- Adheres to company policies and procedures and obtains necessary authorisations during the process
- Maintain the required level of Continued Professional Development

Environment, Customer Focus and Relationships
- Builds and maintains strong relationships with internal stakeholders and external contacts to ens