Competitive salary
Pension scheme
Life assurance

Actuarial Director

£Competitive £Competitive
Location Redditch
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

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 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.

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.

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 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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