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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bulk annuity broking and pension scheme wind-ups, with a strong focus on client relationship management and project coordination. Proven ability to deliver service excellence while managing complex client portfolios and achieving buyout objectives.
Highest-signal resume keywords
Bulk Annuity BrokingPension Scheme Wind-UpsProject ManagementClient Relationship ManagementConsulting Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk TransferProject PlanningBudget SettingClient Portfolio ManagementPension Scheme Buyout Understanding
Soft Skills
Excellent CommunicationOrganisational AbilitiesPrioritisation Skills
Industry Keywords
DB PensionsTrustee EngagementConsultancy RoleService Excellence
About the role
Key responsibilities & impact- Provide clients with advice on the journey to buy-in
- Broker the market and support winding up schemes
- Work with clients at various stages of the buy-in journey, including post-transaction buyout and wind-up phases
- Manage a wide portfolio of clients
- Lead client relationships
- Project manage clients to help achieve buyout and winding-up objectives
- Coordinate relevant teams and client stakeholders
- Develop and prepare project plans
- Contribute to setting budgets
- Deliver service excellence in bulk annuity broking and pension scheme wind-ups
Requirements
What you’ll need- Background in risk transfer, bulk annuity broking and pension scheme wind ups preferable
- Understanding of the journey to buyout for pension schemes, including key considerations
- Excellent communication and consulting skills
- Proven track record of client exposure
- Excellent project management and organisational abilities
- Ability to prioritise and complete work and meet project deadlines
- Experience working with trustees and/or corporates on DB pensions within a consultancy role
- Knowledge and experience of bulk annuity broking and winding up pension schemes
- Required consulting skills and experience
Benefits
Comp & perks- Professional development opportunities
- Interesting work
- Supportive leaders
- Vibrant and inclusive culture
- Flexible work environment
- Benefits and rewards to enhance well-being
- Reasonable adjustments for candidates with disabilities during recruitment