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Willis Towers Watson

Retirement Consultant

In this exciting role as a Retirement Consultant you will work as part of a team on a wide variety of complex projects. You will serve as a key resource for the lead consultant in charge of each of your engagements by preparing, checking and reviewing many aspects of the client work prepared at a more junior level. As you grow and gain more expertise, you will become a key contact for the client and will lead on parts of the client relationship within the team. Your work will cover both Trustee & Corporate assignments and you will contribute to varied and interesting projects. Your role will involve:
  • contributing to the delivery of complex project work such as funding valuations, factor reviews, settlement and other liability management projects (such as Transfer Value Exercises, Pension Increase Exchange Exercises and buy-in and buyouts) and Accounting projects
  • play a leading role in the delivery of the day to day services required by our clients (such as advice relating to their Pension Protection Fund levy, providing support to the Administration team on miscellaneous queries including Annual Allowance and Lifetime Allowance issues and preparing complex quotations for individual members)
  • serving as the project manager and main liaison to the client and/or lead consultant on large and complex projects, and mentor more junior colleagues in project management roles on smaller projects. 
  • drafting complex client deliverables or being responsible for checking/reviewing deliverables drafted by more junior colleagues
  • assisting with development of more junior colleagues on client teams
  • working with your teams to identify areas to improve efficiency in order to help us as a business meet the increasing pressures we face from our clients to help them reduce their costs
  • contributing to discussions regarding management of client accounts and suggest current issues to be raised with the client
You will also be expected to seek and participate in development opportunities and, unless already qualified as a Fellow of the Institute and Faculty of Actuaries, maintain steady progress through the actuarial exams.

Even longer term there would be a variety of opportunities to specialize, or to take on roles that would help to grow the business.

Willis Towers Watson Bristol "EUR" Key Facts and Colleague Perspective

60 associates, including circa 40 part and qualified actuaries
Wide range of clients "EUR" from small schemes through to several FTSE 100 companies
Large open-plan office with communal modern kitchen facilities
In city-centre surrounded by shops and bars / restaurants
5 minute walk from Temple Meads station

The Bristol office is a very friendly and sociable office, situated in the heart of the city. The office is open plan, and everyone works on a variety of client teams, so it is quick and easy to get to know your colleagues. Colleagues work on some of the firms"EURTM biggest clients. The Bristol team has grown significantly over the last few years and enjoys the benefits of a small office feel, but with the resources and client base of a global organisation. Bristol itself offers an array of amenities, ranging from the vast grassy areas such as The Downs to the many pubs, bars and clubs found in the City Center and along the Harbourside. For those interested in the arts, Bristol is also home to a number of cinemas, theaters and museums.There are great social opportunities in Bristol. Associates benefit from an annual summer social, Christmas event and regular social events throughout the year. There are celebrations on exam results days and there is chance to get involved in the Annual Corporate Games.
The Role
Willis Towers Watson Retirement consultants have deep experience working with organizations of all types and sizes. We"EURTMve worked closely with clients to develop some of the most advanced benefit design and risk management techniques currently in use. We combine expertise in retirement and investment consulting to support organisations worldwide in designing, managing, administering and communicating all types of retirement plans. We also offer excellent personal development opportunities and look to recruit people who are leaders in their field.
Technical/Thought Leadership
  • Serve as a primary resource and liaise effectively with colleagues and clients regarding data collection, analyses, and project execution required for Accounting and funding valuations
  • Understand UK legislative environment particularly in relation to the governance of different types of pension arrangements and understanding the tax regime
  • Ensure work is completed in accordance with various accounting standards, guidance from Department for Work & Pensions, Pensions Regulator and the PPF compliance with the Board for Actuarial Standards & Institute of Actuaries & Scheme Specific Funding requirements
  • Seek and participate in key learning and development opportunities
  • If not yet qualified, maintain steady progress through exams 
  • Contribute to retirement plan risk assessment and mitigation
  • For most tasks, delegate work to more junior staff and perform reviews on work 
  • Working with more junior colleagues, help prepare final deliverables for signing out by the lead consultant to cover both Trustee & Corporate assignments
Project Management
  • Take responsibility for ensuring work is delivered in accordance to project deadlines
  • Serve as the project manager on more complex projects which includes:
  • Creating project plans
  • Monitoring progress to deadlines and budget
  • Scheduling and managing regular status meeting calls
  • Ensuring appropriate and effective communication among team members and the client
  • Build relationships internally and collaborate effectively on cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
  • Takes an active interest in the development of more junior staff, sharing in detail the completion of routine tasks
Client/Account Management
  • Deliver on projects to meet or exceed client expectations
  • Increase efficiency within client teams by identifying ways to improve processes
  • Meet office hours targets 
  • Contribute to sales and marketing efforts by drafting proposals and responding to RFPs
The Requirements
  • At least 5 years"EURTM experience doing core actuarial valuation work and working in a client-service and trustee oriented environment which covers defined benefit and defined contribution plans
  • Strong written and verbal communication skills
  • Recently qualified or maintaining actuarial exam progress towards Fellowship of the IFoA
  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
  • Demonstrated leadership qualities
  • Ability to ask the right questions and seek help where appropriate
  • Ability to respond to all communications effectively and in a timely manner
  • Well organized and detail oriented with ability to prioritise and delegate tasks
  • Ability to work both independently and on client teams and enjoy a fast-paced environment
  • Sense of accountability; owning one"EURTMs work and taking pride in it
  • Self-starter; interest in continually challenging oneself and willingness to step outside of one"EURTMs comfort zone
  • Interest and ability to think beyond the task at hand and understand how one"EURTMs work fits into the broader landscape
  • Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way
  • Excellent Microsoft Office skills, particularly in Excel
The Company
Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas "EUR" the dynamic formula that drives business performance. Together, we unlock potential. Learn more at

Willis Towers Watson is an equal opportunity employer
Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer

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