Trainee Consultant in London

Job description

Trainee Consultant 

We're one of the UK’s leading actuarial, pensions, investment and benefit consultancies, employing over 950 staff in four UK offices in London, Glasgow, Edinburgh and Birmingham. We operate as an independent partnership and prides ourselves on an innovative, client focussed approach. We provide independent pensions, investment and life consultancy services, as well as data and technology solutions. Our clients include some of the UK’s leading names and largest pension schemes, while our continued growth and success has been recognised by numerous industry awards.

We believe everyone has a right to a better future. We make sure it’s not left down to chance.

The Role

This programme is an exciting opportunity to do what you love in an inclusive, friendly, supportive environment. We're keen to be asked questions and share our knowledge. You'll get responsibility early on in your career then latterly flourish in the area you're most interested in. The areas from the list below that are still available are; DCC, Investment (immediate start) and Actuarial (immediate start).

Key Responsibilities


  • Designing clients' benefits and reward packages
  • Identifying risks and potential mitigation strategies for asset and liability management
  • Improving security and quality of life for retirees
  • Advising on remuneration and wealth creation strategies
  • Developing a communication strategy supporting a change project
  • Identifying and helping develop modelling systems to deliver client solutions
  • Working involvement in client account development
  • Supporting new business propositions
  • Keeping on top of and advising clients on legislative changes
  • Understanding changes in the financial markets and implications for our clients.
  • Defined Contribution

  • Formulating advice for peer review by consultants on all aspects of defined contribution consulting.
  • Performance analysis of portfolios and production of quality monitoring reports.
  • Day to day point of contact for clients.
  • Project work including pension scheme vehicle reviews, investment strategy reviews, at retirement design reviews, pension design reviews
  • Develop a network and build relationships with both internal and external contacts.
  • Improving security and quality of life for retirees.
  • Advising on DC pension legislation.
  • Developing communication strategies supporting a change project
  • Investment

  • Devising plans for meeting client's long-term targets
  • Identifying appropriate level of investment risk for client schemes, to help address scheme deficits
  • Advising clients on the appropriate structure for their investment portfolio, considering the full range of asset classes and the impact of financial markets and the economy
  • Handling implementation of a change in the structure of a client’s assets
  • Carefully monitoring our clients’ investment arrangements and regularly reporting to clients on progress
  • Researching investment managers/approaches/products to ensure we can advise on those that best fit our clients' needs
  • Explaining to clients how financial markets and the economy impact on different types of investment
  • Working with DC clients to ascertain the appropriate investment options for scheme members
  • Life and Financial Services

  • Working with innovative analytical and modelling tools to help clients understand longevity, investment and other types of risk
  • Reviewing the appropriateness of insurance products to ensure they remain appropriate
  • Presenting the results of our calculations and modelling in an engaging and compelling way
  • Carrying out research and helping write articles across all six areas of focus
  • Attending client meetings, developing your consultancy skills
  • Developing your technical skills and life insurance knowledge
  • You’ll also focus on building and nurturing client relationships
  • The Candidate

    Do you enjoy:

  • Working collaboratively?
  • Building first-class working relationships?
  • Learning from mistakes and supporting others?
  • Having fun at work whilst achieving goals?
  • Manipulating and analysing complex data?
  • Thinking critically to break down and evaluate problems?
  • Adapting as required?
  • Qualifications 

  • A-Level Maths Grade B and above, Scottish Higher-Grade A or above, or equivalent
  • 2.1 Honours degree in any discipline.
    Whilst we've the above minimum entry requirements, we do use a contextualised too/ that takes into consideration factors such as your school type and background. Please ensure you've completed the form on our website if you think you've come from a lower socio-economic background.
  • Reward and Support

    We’re committed to promoting a diverse and inclusive environment where we’re able to be ourselves and work successfully together. We welcome applications from all backgrounds and sections of the community. Regardless if you fall under any of the protected characteristics of the Equality Act 2010, or have any other special requirement, for example in relation to neurodiversity, we’d love to hear from you.

    We offer a refreshing, stimulating work environment where independent thinking and new ideas are actively encouraged, and where every member of the team makes a difference. Candidates can expect a highly competitive salary and comprehensive benefits package, as well as the opportunity to request to work flexibly including agile working. We're committed to the personal and career development of all employees and this position offers excellent growth potential within a dynamic and growing organisation.

    Further information on us and our range of services is available at 

    For further information on the role contact

    Extra information

    Education Level
    Working hours per week
    4 - 40
    Type of Contract
    Casual / Part Time Jobs
    Published at
    Profession Sub-category
    Customer Service
    Full UK/EU driving license preferred
    Car Preferred
    Must be eligible to work in the EU
    Cover Letter Required

    London | Customer Service Jobs | Casual / Part Time Jobs | Other

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