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Consultant, Retirement & Financial Wellbeing
Epsom/London - hybrid
Are you an experienced pensions professional looking for a role that combines governance, stakeholder management and strategic project work?
We are seeking a Consultant, Retirement & Financial Wellbeing to support the management and oversight of UK and European defined benefit pension arrangements, employee share plans and financial wellbeing initiatives. This is an excellent opportunity to play a key role in pension governance while gaining exposure to broader reward and financial wellbeing programmes within a global organisation.
The Opportunity
This varied role combines operational oversight, trustee engagement, governance coordination and strategic support. You will act as a key contact for pension trustees, advisers and internal stakeholders, ensuring pension arrangements are effectively managed and governed in line with regulatory requirements.
Alongside your pensions responsibilities, you will support wider retirement, employee share ownership and financial wellbeing activities, providing valuable insight and coordination across a range of initiatives.
What You'll Be Doing
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- Acting as the primary contact for UK defined benefit pension schemes, trustees and advisers.
- Managing day-to-day pension governance and operational activities.
- Coordinating trustee meetings, business plans and governance actions.
- Monitoring adviser performance, managing budgets and approving invoices.
- Supporting member communications and helping resolve employee pension queries.
- Overseeing third-party pension administration providers and service delivery.
- Maintaining governance documentation, reporting and internal trackers.
- Liaising with Payroll, Finance, Legal, Treasury and Reward teams.
- Supporting year-end accounting and governance reporting activities.
- Assisting with M&A due diligence and integration projects.
- Supporting retirement strategy development through research, analysis and adviser coordination.
- Contributing to employee share plan and financial wellbeing programmes.
About You
You will bring strong pensions knowledge and a proactive approach to managing multiple stakeholders and priorities.
Essential:
- Experience working with UK trust-based pension schemes.
- Strong understanding of pension governance, trustee support or pension operations.
- Excellent communication and stakeholder management skills.
- Strong organisational and project coordination abilities.
- Ability to work independently and drive activities forward.
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Desirable:
- Defined benefit pension administration experience.
- Exposure to pension risk transfer, buy-in, buy-out or wind-up projects.
- Experience within a multinational organisation.
- Knowledge of governance reporting and risk management frameworks.
- Global pensions accounting or broader reward experience.
What's in It for You?
- A highly visible role with significant responsibility and stakeholder exposure.
- The opportunity to work across pensions, share plans and financial wellbeing programmes.
- Flexible and hybrid working arrangements.
- Competitive salary and benefits package.
- Ongoing learning, development and career progression opportunities.
- A supportive and inclusive working environment where individuals are encouraged to thrive and grow.
If you're looking to build on your pensions expertise while broadening your experience across global reward and financial wellbeing programmes, we'd love to hear from you.
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