Careers

Our business is all about the people that work for us. We operate across the UK and are always looking for talented people who want to build a career and not just have a job. If you are interested in becoming part of the team, we’d love to hear from you. See our current vacancies below.

Please send your CV to Angela.McGough@broadstone.co.uk or call 020 3869 6900

 

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 role involves working with colleagues in BROADSTONE and other third parties.

Responsibilities may include those set out below.

Principal Accountabilities

  • Liaising with BROADSTONE colleagues, external third party administrators and clients
  • Attendance at some external meetings together with a senior colleague, or alone if agreed with the Actuarial Director / Client Relationship Manager
  • Day to day responsibility for some client work, sometimes acting as main point of contact for client – by agreement with the Actuarial Director / Client Relationship Manager.
  • Ensuring all work is carried out in accordance with BROADSTONE standards
  • Carrying out and reviewing work in respect of pension schemes and individual members E.g. actuarial valuations, actuarial funding updates, actuarial factor reviews, transfer value basis reviews, accounting disclosures (primarily under IAS19 and FRS102), mergers, wind-ups, individual member calculations and other actuarial costings
  • Involvement with preparation for new business pitches
  • Suggesting changes to current working practices to improve operational efficiencies
  • Keeping up to date with the latest technical developments and changes to legislation in the UK pensions environment
  • Contributing to development of technical and / or operational activities within the Trustee Services team
  • Developing skills of Actuarial Analysts and Pensions Technicians

Technical Knowledge and Professional Qualifications

  • Close to qualification as a Fellow of the Institute and Faculty of Actuaries
  • Strong knowledge of actuarial valuations and pension accounting standards
  • Up to date with changes in UK pensions legislation and the UK pensions environment in general

Key Skills

  • Highly numerate and literate
  • Ability to readily absorb and communicate technical information clearly
  • Strong team-working skills
  • Computer literacy including familiarity with Microsoft Word, Excel and Powerpoint

Overarching Obligations

  • Achieve a good standard of ethical behaviour
  • Comply with the firm's Conduct Risk and Treating Customers Fairly Requirements
  • Comply with the firm's regulatory obligations (as set out in the current Compliance Manual or bulletins issued from time to time)
  • Engage and deal with other parties subject to approrpiate standards and in complaince with the requirements of The Bribery Act 2010

Role Purpose

The role of the Investment Consulting Associate is to assist the Investment Consultants to develop and deliver Broadstone's Investment Consulting service. The Investment Consulting Associate will assist in the production of investment reports, carry out investment strategy reviews, manage asset transitions, and may be the main point of contact for the day to day requirements of our Investment Consulting clients. 

Principal Accountabilities

Consulting support

  • Set up and run asset and liability modelling software and draft reports based on the output
  • Manage the transition of assets between funds and managers as required
  • Draft reports detailing investment strategy and fund manager selection advice to clients
  • Monitor Fund Managers that have been recommended to clients on an ongoing basis; highlighting any alerts that clients should be aware of.
  • Provide full support to the Investment Consultant to ensure that excellent client relationships are maintained at all times
  • Attend client/ fund manager meetings and take note of action points where required
  • Assist in the maintenance of Management Information data and client invoicing.

Technical Knowledge and Professional Qualifications

Key Skills

  • Analytical and numerical ability – able to analyse and interpret data, evaluate data and make recommendations
  • Excellent communication skills
  • Ability to organise and prioritise workloads and work under own initiative
  • Windows computer packages including Word, PowerPoint and an advanced knowledge of Excel


Knowledge

  • General investment markets and economics
  • Understanding of the regulation behind investment markets and pension scheme investment and defined benefit pension scheme liabilities preferred.
  • Previous experience working in an investment environment.

Education

  • GCSE Level or equivalent English
  • A level or equivalent Maths Grade B or higher
  • Mathematics or Economics degree preferred.
  • Expected to complete the Investment Management Certificate. Appropriate study support will be provided


Overarching Obligations

  • Achieve a good standard of ethical behaviour
  • Comply with the firm’s Conduct Risk and Treating Customers Fairly requirements
  • Comply with the firm’s regulatory obligations (as set out in the current Compliance Manual or bulletins issued from time to time)
  • Engage and deal with other parties subject to appropriate standards and in compliance with the requirements of The Bribery Act 2010