Mathieson Consulting - Pensions Analyst

What is the opportunity?

We have an exciting opportunity for a Pensions Analyst in Birmingham to join our subsidiary business, Mathieson Consulting -

Mathieson Consulting is a consultancy firm which provides actuarial pensions advice for use in expert witness work. This primarily involves divorce work, but we also provide advice for employment tribunal cases and similar in respect of loss of pension rights.

We are a small team of highly qualified professionals and experts who take great pride in making the area of pensions as stress free as possible for our instructing solicitors.

You will provide expert witness reports, predominantly 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.

• 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.

• Proven experience in a DB pension scheme environment, administration of pensions within a life office or IFA specialising in pensions.

• Any professional Finance related qualification is desirable.
• Prior knowledge of RBC values and practices.

• 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.

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.

Account Management, Business Oriented, Insurance Finance and Actuarial Concepts, Insurance Industry, Insurance Operations, Insurance Products, Insurance Regulatory Law, Operational Delivery, Product Knowledge, Results-Oriented

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