This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The vacancy
Role Purpose
The actuarial team in Trustee Services provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm.
The Actuarial Director is primarily responsible for providing actuarial and consultancy services to clients and developing those relationships. Other responsibilities may include management of staff, playing a key role on the technical and/or operational activities of the business, and developing new business.
Key Accountabilities
Client Relationship Management
Maintain a broad, strategic view of the client relationship as a whole
Review and deliver work to clients
Oversee/supervise implementation of client advice
Actively work with clients to develop strong client relationships
Deal with day to day client queries
Analyse client situations, identify needs and propose appropriate solutions to meet client needs and objectives
Engage client in accordance with company compliance requirements, best practice, professional standards and regulations
Agree clear fee structures with clients
Undertake regular review of fees with respect to budget and work performed
Review client circumstances as required and make necessary adjustments to advice
Take ownership to ensure that client problems are resolved satisfactorily
Lead client presentations and client reviews
Carry out peer review of work prepared by other actuaries, providing constructive criticism
Business Development
Assist with developing strategic new business plan
Key account management
Build client portfolio with a view to developing new-from-existing and new-from-new business
Initiate and provide ideas to further the marketing efforts
Take ownership of revenue generation targets
Identify and respond to potential new business opportunities
Staff Management
Set clear targets for achievement and performance expectations/measures for direct reports
Manage a team of people, including managing performance and development
Assist with recruiting new staff and retaining existing staff
Coach and develop others - share expertise and provide guidance and feedback
Technical Knowledge and Professional Qualifications
Key Skills
Expert knowledge of UK Actuarial and DB Pensions market
Working knowledge of general pensions and investment markets and UK business practice
Knowledge of relevant legislation, regulation and compliance environment
Market awareness, including knowledge of competitor businesses and services
Computer literacy including familiarity with Microsoft Word, PowerPoint and Excel
Fellow of the Institute or Faculty of Actuaries
Experience in delivering high-quality consulting services to clients
Experience in people and project management
Overarching Obligations
Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
Achieve a good standard of ethical behaviour i.e. do the right thing at all times
Comply with all relevant professional standards
Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly
The company
The Broadstone Group is a leading, independent provider of specialist pensions, trustee, and employee benefits solutions to small to medium enterprises and large corporates.
At the heart of our business is a diverse team of specialist advisers, each with a unique knowledge base within their specific area. Our company structure and systems, finely-tuned over the years, enable our advisers to remain intricately linked to provide clients with coordinated, end-to-end solutions whenever required. This ethos is one that continually upholds good practice, encourages proactivity, and ultimately benefits our client’s bottom line.
Broadstone is a Living Wage Employer
We have been accredited as a Living Wage Employer. This means that we have made a living wage commitment to ensure that everyone working at Broadstone will receive at least a minimum hourly wage. Both rates are significantly higher than the government minimum for over 23s.
Our values
Client First
We aim to be the most customer service centric business in the sector. We put the interests and the needs of clients first.
Outcome Driven
We focus on achieving the best possible results. We use our experience and expertise to realise opportunities and deliver on objectives.
Collectively Confident
We challenge ourselves to embrace change and look to the future. We continuously improve by evolving to create, capture and realise new opportunities for our customers and colleagues.
Forward Thinking
We seek to build strong relationships through collaboration. We develop a recognition and understanding of each other to collectively achieve more from each other for the benefit of all.
The benefits
We are proud of the total reward package that we offer to our employees. Our flexible benefits approach gives individuals the power to select the package that best suits their needs.
Competitive salary
25 days holiday, plus bank holidays (with the option to buy more)
Generous pension scheme
Fully supported Study Programme
Health cash plan (level 1)
Life Assurance
Group Income Protection
Eye tests
Social events
Community volunteering days
Employee Assistance Programme
Health club discounts
Give as you earn scheme*
Personal Accident insurance*
Travel insurance*
Health Assessments*
Dental insurance*
Cycle to work scheme*
Tech scheme*
Critical illness*
Cancer checks*
The Green Car Scheme*
Discounts on entertainment, cars, insurance, and much more
* Additional benefits which can be purchased by the employee.
Diversity & Inclusion
Diversity and inclusion is at the forefront of both our HR and wider business agenda. We’re an equal opportunity employer, which means we’ll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for delivering excellence. We’re committed to creating an inclusive environment for all employees.
Please contact us if you need any adjustments or changes made to help you find and apply for jobs with us.
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Privacy Policy
About this Notice
The following Privacy Notice explains how we, Broadstone[1] Group, protect visitors’ information gathered via this website and processed using our online recruitment software.
If you as a visitor choose to submit information, you do so knowing that use of such data is in accordance with this Privacy Notice. We ensure generally accepted standards of technological security for the purpose of protecting information provided by visitors from misuse, loss or corruption. Only authorised personnel have access to personally identifiable information submitted through the website. Such employees are required to maintain the confidentiality of this sensitive data.
As defined by Data Protection laws, Broadstone is the Data Controller and ultimately responsible for ensuring the data you provide is kept secure, processed correctly and that you understand your legal rights in relation to the data you provide. As part of our Data Controller responsibilities we have an assigned Privacy Officer, Liz Kane who can be contacted at privacy@broadstone.co.uk.
The recruitment software we use via this website is supplied by Net-Worx (2001) Ltd (trading as networx) and they are defined as a Data Processor under Data Protection laws. They will only process your data in accordance with our instructions. networx can be contacted at: The Engine House, Wharfebank Business Centre, Ilkley Rd, Otley LS21 3JP. The Data Protection Officer for networx is Rob Baker and can be contacted at dpo@networxrecruitment.com.
As defined by the General Data Protection Regulation (GDPR) Broadstone Corporate Benefits Limited is the Data Controller and ultimately responsible for ensuring the data you provide is kept secure, processed correctly and that you understand your legal rights in relation to the data you provide.
The recruitment software we use via this website is supplied by IRIS Software Group Limited and they are defined as a Data Processor under the GDPR. They will only process your data in accordance with our instructions.
IRIS can be contacted at: 4th Floor Heathrow Approach, 470 London Road, Slough, England, SL3 8QY
For Data Protection enquiries, please contact the Help Desk at support@networxrecruitment.com
What information do we collect from you?
The recruitment software collects only personally identifiable information that is specifically and voluntarily provided by visitors. As part of the registration process, we may collect the following (but not limited to):
Name, address, email, telephone number;
CV (where applicable);
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Why do we collect this information (purpose)?
As required by privacy laws, we must only request information if we have a legal basis for doing so. You are providing this information in order for us to form a contract that will allow us to use your details and information presented so that we may provide recruitment services to you and carry out statistical analysis.
Who might we share your information with?
Personal details you provide in this registration:
Will be made available to us and our processors;
May be shared with 20-20 Trustees; part of the Broadstone Group;
Will by preference be searchable on our candidate database;
Will allow you to optionally receive notifications on relevant jobs you are seeking;
Will be used for communication with you regarding recruitment;
Will be used for statistical analysis;
May be shared with an independent service provider if the role requires a Disclosure & Barring Service (DBS) or financial health check to be carried out. If this is the case, we will ensure an explanation of the reasoning for the check is made available to the individual at the point of requesting the check.
How long do we keep hold of your information?
Your candidate account will be deactivated after 12 months of inactivity. You can deactivate your account at any time. At the same time as this, your data will be fully anonymised.
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We are dedicated to providing reasonable access to visitors who wish to review the personal information retained when they apply via our website and correct any inaccuracies it may contain. Visitors who choose to register may access their profile, correct and update their details, or withdraw their details at any time, by using their secure login. In all cases we will treat requests to access information or change information in accordance with applicable legal requirements.
You have the following rights in relation to the way in which we deal with your personal data:
the right of erasure or to be forgotten;
the right to rectification if information is inaccurate or out of date;
the right of data portability (to obtain and reuse your personal data);
the right to object to networx and the Controller and processors handling of your personal data;
the right to withdraw your consent with regard to the handling of your personal data;
you have the right to ask for a copy of the information we hold about you (Subject Access Request - S.A.R);
you have the right to lodge a complaint with a supervisory authority - the Information Commissioner’s Office.
Within your candidate account, you can also use the Download Data feature to generate an XML file of the current data we hold on you that you have provided and/or have access to within the account.
Where you exercise your right to object or withdraw your consent we may process your personal data without your knowledge or consent where we are permitted or required by law or regulatory requirements to do so. In such a case, we will not process more personal data than is required under the circumstances.
If you are not satisfied by our actions, you can seek recourse through our complaints procedure. If you remain dissatisfied, you have the right to refer the matter to the ICO (www.ico.org.uk) or seek recourse through the courts.
Background Checks Some security-sensitive positions will require a DBS or financial health check.
Where a completion of a check is a condition of employment or is required by law, we will ensure an explanation of the reasoning for the check is made available to you at the point of requesting the check.
Information Security
We have in place reasonable commercial standards of technology and operational security along with internal policies and procedures to protect all information provided by visitors and applicants from loss, misuse, alteration or destruction.
Changes to our Privacy Notice
We reserve the right to modify or amend this privacy notice at any time and for any reason, providing it maintains compliance with Data Protection laws.
[1] Broadstone is the trading name of Broadstone Consultants & Actuaries Limited, Broadstone Corporate Benefits Limited, Broadstone Financial Solutions Limited and Broadstone Pensions Limited.
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