- Liaising with Investment Management colleagues, Broadstone colleagues, external third party administrators, and clients
- Attendance at some external meetings together with a senior colleague
- Some direct client communication via email or telephone
- Ensuring all work is carried out in accordance with Broadstone standards
- Reviewing data preparation work carried out by junior colleagues, and investigating and resolving abnormalities as appropriate
- Carrying out and reviewing technical calculations relating to individual members of pension schemes for review by colleagues, early/late retirement quotations, trivial commutations, transfer values
- Carrying out and reviewing technical calculations relating to pension schemes for review by colleagues, actuarial valuations, preparation of accounting disclosures under FRS 102, IAS 19R and either ASC 715 or US GAAP
- Suggesting changes to current working practices to improve operational efficiencies
- Passes in several actuarial exams, close to part qualification as FIA or FFA
- Aptitude to continue progress with actuarial exams
- Working knowledge of the basics of actuarial valuations, accounting disclosures under FRS 102, IAS 19R and either ASC 715 or US GAAP
- Highly numerate and literate
- Ability to readily absorb technical information
- Strong team-working and communication skills
- Computer literacy including familiarity with Microsoft Word, Excel and PowerPoint
- Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
- Achieve a good standard of ethical behaviour, do the right thing at all times
- Comply with all relevant professional standards
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XPS Pensions Group Birmingham, United Kingdom**Graduate Assistant Investment Consultant** · **Full-time, Permanent** · **Birmingham.** · XPS Pensions Group continues to evolve, and our Investment Consulting business is now recruiting its graduate intake for 2023 with opportunities to join our vibrant office in Birmingham. · ...
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Isio Group Birmingham, United KingdomAbout Us: · - Without careful consideration today, tomorrow's pensions don't exist. · - That's where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come. · - Isio provides f ...
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Switch Recruitment Birmingham, United KingdomAs a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working. · **Responsibilities**: · - Working as part of a ...
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Switch Recruitment Birmingham, United KingdomAs a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Senior Pensions Administrator due to increased business volumes but offering home / hybrid working. · **Responsibilities**: · - Working a ...
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Mercer Birmingham, United KingdomWe are recruiting for an experienced Governance and Pensions Management Consultant - can be based in any of our UK & Scotland locations, flexible/remote working available · This is an opportunity to further your career and to join a great multi-disciplinary team which provides cl ...
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AES Solihull, West Midlands, United KingdomTrainee Actuary (would suit a graduate or a pensions administrator) · My client is an independent specialist firm of actuaries and consultants who pride themselves on providing the best customer service and support individual client needs. · They provide the full range of actuari ...
Senior Actuarial Consultant - Redditch, United Kingdom - Broadstone
Description
The vacancy
Role Purpose
The Actuarial team provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm. The role involves working jointly with colleagues in Investment Management, Broadstone and other third parties.
Responsibilities may include reviewing data prepared by colleagues or other third parties, preparing and reviewing calculations, preparing and reviewing letters and reports for review by senior colleagues. The role will also involve aiding the development of less experienced colleagues. You will also work with consultants to assist in the account management of clients to develop your "softer" skills.
Key Accountabilities
Technical Knowledge and Professional Qualifications
Key Skills
Overarching Obligations
Comply with the FCA's requirements in relation to Conduct Risk & Treating Customers Fairly
