Competitive salary
Pension scheme
Life assurance

Assistant Consultant

Salary £Competitive
Location York
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 Assistant Consultant’s role is to support the client facing members of the team, ensuring that consultancy and secretarial work is delivered promptly and to a high standard.

The list below sets out the tasks / responsibilities involved in the Assistant Consultant role on the Consultancy Team. Client based tasks will vary from client to client as instructed by senior members of client teams. More generally, variations to the responsibilities may be agreed between Broadstone team members from time-to-time.

Key Accountabilities

Day-to-day Client Work 

Assist with meeting preparation – including arranging dates, drafting agendas, Annual Timetables, Governance Reports, updating/drafting Risk Registers, assembling Agenda Packs online, liaising with office support staff regarding printing/issue of hard-copy meeting packs

• Liaising with other departments and third parties to ensure documents are prepared on time for inclusion in agenda packs

• Attendance at client meetings to observe and take minutes

• Drafting of client meeting minutes and action points

• Drafting and arranging issue of member communications

• Assisting with the processing of tPR and PPF levies

• Assisting with the maintenance of Broadstone’s online document library

• Arrange the settlement of invoices and maintenance of client budgets

• File all client papers and keep all client files up-to-date

• Carrying out ad-hoc client work delegated by senior client team members (passing back for checking/review)

• Keep relevant Broadstone team members updated on progress of key projects / items of work

• Maintaining log of time spent on work for individual clients on Coretime time recording system

Regular Projects

• Coordinating Trustee Training Seminars

• Coordinating Event Reporting Letters and submissions to HMRC

• Annual Scheme Returns – coordinating completion (including input from investment/admin/actuarial) and ensuring checklists etc. completed

Consultancy Team / Process

• Arranging and attending Consultancy Team Meetings, taking minutes and coordinating actions

• Complete Anti-Money Laundering Forms and ensuring reviews done on existing clients

• HMRC – dealing with Scheme Administrator/Practitioner queries and checking Scheme list

• Maintaining familiarity with tPR Exchange/HMRC online/other online resources

• Assistance with ad-hoc tasks that arise from time to time e.g. GDPR

• Ensure work is accurate and produced in a timely manner

• Proactively seek work and ways to develop yourself

• Attend training and relevant industry events

• Adhere to Broadstone’s and the Consultancy’s team procedures and policies

• Work towards professional qualification

• Maintaining and updating standard document templates

Technical Knowledge and Professional Qualifications Key Skills

• Strong team-working and communication skills

• Ability to readily absorb technical information 

• Able to manage multiple task and deadlines, with can do attitude

• Adaptable and flexible to new tasks & workloads

• Competent user of Microsoft Office packages (Outlook, Word, Excel, PowerPoint)

Professional Qualifications

• GCSE (or equivalent) Maths and English, Grade C and above

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 the Senior Managers & Certification Regime, Treating Customers Fairly and the Consumer Duty

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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