Job Summary
Job Description
What is the opportunity?
Due to expansion, we are looking to appoint an experienced Pensions Analyst to join our subsidiary business Mathieson Consulting based in Birmingham City Centre.
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.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.
Job Skills
Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management
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:
2024-12-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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