Join to apply for the Pension Analyst – Mathieson Consulting role at PH&N Institutional.
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.
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.
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: 2025-02-19
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.
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