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Brewin Dolphin

Report Writer

Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.

We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

The Brewin Dolphin WealthPilot is an advice led proposition focusing on streamlined investment, pension and protection advice and solutions. The service enables Brewin Dolphin to advise clients at an earlier stage and build long lasting relationships as their trusted advisor throughout their lives. This exciting proposition is currently based in London and will be expanded nationally once we have successfully established and embedded the proposition within the business.

We have a brand new opportunity for a Report Writer to join Mathieson Consulting in Birmingham. 

The role will be to acknowledge, write and peer review Expert Witness Reports written within the Practice Directions No 25 with responsibility to the Court, instructing solicitors and divorcing parties as appropriate.

We are instructed by solicitors acting on behalf of divorcing parties, to consider their pension assets, value them, and advise on various solutions for their division.

Personal Skills:

  1. A confident, articulate and highly numerate individual with an eye for attention to detail.
  2. An individual who enjoys using their own initiative and can consider mathematical problems in a creative way.
  3. Has the ability to take ownership for their own work, ensuring standards are met and deadlines are met.
  4. Able to work well under pressure, with the ability to prioritise and manage multiple tasks.
  5. Self motivated, with eagerness to learn and keep up to date with developments in the pensions and divorce market.
  6. Possesses a very professional, yet friendly telephone manner and is able to converse confidently with fellow professionals.

Ability to:

  1. Calculate and revalue defined benefit pensions and cash equivalent transfer values.
  2. Comment on the factors influencing changes to defined benefit pension benefits.
  3. Value defined contribution pension arrangements and calculate annuities at retirement in today’s money.
  4. Analyse member pension data for accuracy and completeness and follow up with scheme administrators where appropriate.
  5. Consider documentation provided by pension holders and pension scheme administrators related to the pensions being considered in matrimonial proceedings and produce a comprehensive Report which provides a summary of all pensions and recommendations on how pensions should be split between the divorcing parties based on the specifications within a Letter of Instruction.
  6. Consider a Letter of Instruction and decide whether it is within the Company’s area of Expertise and can be accepted.
  7. Provide a written response summarising what data will be required to enable the Report to be written and to use initiative in providing a timeframe to our instructing solicitors.
  8. Undertake reviews of Reports written by peers both prose and calculations thereby ensuring technical accuracy and readability of all Reports.

Requirements:

  1. Minimum of A Level maths or a business related maths based qualification of the same level or higher.
  2. GCSE or higher in English.

Professional qualifications within the Chartered Insurance Institute, Pensions Management Institute and The Institute & Faculty of Actuaries would be ideal but not essential.

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