Senior Consultant

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Job Description

Overview

This is a client-facing role requiring the Pensions Consultant to manage, retain and develop a portfolio of clients. MUFG Retirement Solutions Consulting Team provides first class benefit strategy and consulting support to their Pensions trustee clients, covering full governance, scheme secretarial and strategic communications delivery. You will be responsible for a portfolio of clients where you will deliver a variety of secretarial and consulting services depending on the requirements. You will be expected to take an entrepreneurial approach to creating and converting new business opportunities.

Key Accountabilities and main responsibilities

Strategic Focus

• Demonstrate proactive leadership in the provision of the services leading to clients' confidence and trust in the team.
• Develop new ideas for services and markets.
• Raise profile of self and MUFG Retirement Solutions in marketplace through participation in industry events, financial media, and networking.
• Active participation in new business pitches and company events as and when required.
• Share knowledge and experience with more junior team members to help with their personal development and to benefit the wider team.
• Be adaptable and to take initiative on working with clients and on new projects

Operational Management

• Planning/organisation - liaising with chair/trustees/in-house pension managers.
• Meetings - preparation/attendance/minutes/follow-up actions
• Member communication - trustee newsletters/Summary Funding Statements.
• Annual report and accounts - co-ordination to sign off.
• Liaising with third parties
• Communication with members and specific member enquiries/assisting with determination of individual discretionary benefit decisions/IDRP cases.
• Governance projects e.g. trustee effectiveness, provider service reviews and procurement projects.
• Liaising with regulatory bodies/online filings.
• Projects - varying levels of involvement, as required, from specific input to project management role (e.g. implementing investment strategy, scheme de-risking and wind-up projects).

Experience & Personal Attributes

• Degree-educated or relevant professional qualifications are desirable but not essential.
• Strong experience of all types of occupational pension schemes/knowledge of pension's market (gained from a minimum 10 years working in pension's arena).
• Up-to-date knowledge of technical pension's matters and industry developments.
• Competent user of MS Office systems including Excel, Word, PowerPoint.
• Experience of managing third party/supplier relationships and dealing with industry regulators.
• Outstanding communication, numeracy, and data manipulation skills (including adapting communication style to suit audience) in line with MUFG Retirement Solutions guidelines.
• Excellent technical skills in working with relevant companies' legislation in Ireland and the UK.
• Experience being as company secretary of regulated entities.
• Ability to prioritise, work well under pressure and exercise independent judgment.
• Meticulous attention to detail
• Ability to interact with several stakeholders, including Directors and senior management.
• Demonstrate commitment to delivering results through drive and effective teamwork.
• Ability to work both independently and within a team.

About Us

MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets - safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

About the Team

Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.