Job Description

Summary of role

As a Retirement Analyst you will work as part of a team on a wide variety of complex projects. You will serve as a key resource for the consultant in charge of each of your engagements by performing many intricate aspects of the client work. As you grow and gain more expertise, you will become a key contact for the client and will begin taking on a larger project manager role within the team.

The role

Your work will likely cover both Trustee & Corporate assignments and you will contribute to varied and interesting projects which may, for example, include:
  • contributing to the delivery of complex project work such as funding valuations, factor reviews, settlement and other liability management projects (such as Transfer Value Exercises, Pension Increase Exchange Exercises and buy-in and buyouts) and Accounting projects
  • contributing to the delivery of the day to day services required by our clients (such as advice relating to their Pension Protection Fund levy, providing support to the Administration team on miscellaneous queries including Annual Allowance and Lifetime Allowance issues and preparing complex quotations for individual members)
Technical/Thought Leadership
  • Serve as primary resource and liaise effectively with colleagues and clients regarding data collection, analyses, and project execution for a range of varied and interesting projects
  • Understand UK legislative environment particularly in relation to the governance of different types of pension arrangements and understanding the tax regime
  • Complete work in accordance with;
  1. various accounting standards, 
  2. guidance from Department for Work & Pensions, Pensions Regulator and the PPF
  3. compliance with the Board for Actuarial Standards & Institute and Faculty of Actuaries
Scheme Specific Funding requirements;
  • Seek and participate in key learning and development opportunities
  • Maintain steady progress through exams 
Project Management

Deliver work in accordance to project deadlines
Begin to serve as the project manager and main liaison to the consultant which includes:
  • Creating project plans
  • Monitoring progress to deadlines and budget
  • Scheduling and managing weekly/bi-weekly status meeting calls
  • Ensuring appropriate and effective communication among team members and the client
People

  • Build relationships internally and collaborate effectively on cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
  • Takes an active interest in the development of more junior staff, sharing in detail the completion of routine tasks
  • Client/Account Management
  • Deliver on projects to meet or exceed client expectations
  • Increase efficiency within client teams by identifying ways to improve processes
  • Financial/Revenue Generation
  • Meet chargeable hours targets 
  • Contribute to sales and marketing efforts by drafting proposals and responding to RFPs
Willis Towers Watson Bristol – Key Facts and Colleague Perspective
  • 60 associates, including circa 40 part and qualified actuaries
  • Wide range of clients – from small schemes through to several FTSE 100 companies
  • Large open-plan office with communal kitchen facilities
  • In city-centre surrounded by shops and bars / restaurants
  • 5 minute walk from Temple Meads station
The Bristol office is a very friendly and sociable office, situated in the heart of the city. The office is open plan, and everyone works on a variety of client teams, so it is quick and easy to get to know your colleagues. Colleagues work on some of the firm’s biggest clients. The Bristol team has grown significantly over the last few years and enjoys the benefits of a small office feel, but with the resources and client base of a global organisation.
 

Requirements

  • Some previous experience doing core valuation work and working in a client-service and trustee oriented environment which covers defined benefit and defined contribution plans
  • Strong written and verbal communication skills
  • Actuarial exam progress towards FIA or FFA
  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
  • Demonstrated leadership qualities
  • Ability to ask the right questions and seek help where appropriate
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