Pensions Analyst

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the worlds financial markets.

Our expertise intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients communities and planet.

We have 4600 talented specialists on the ground in over 40 countries around the world enabling us to deliver a unique global perspective across four market-leading business divisions Global Advisory Wealth Management Asset Management and Five Arrows.

As a family-controlled business built on relationships we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Overview of Role

An exciting opportunity has arisen to join the Pensions Team of one of the worlds largest independent financial advisory groups here in the City of London.

The successful candidate is likely to be a recent school or college leaver who has an interest in beginning a career in Pensions. The role requires someone who is enthusiastic engaged and adaptable and can work in a fast-paced environment.

You will be supported by a mentor and formally report into the Pensions Manager.

Role and Responsibilities

• Provide day-to-day administrative support for the UK and Overseas pension schemes.

• Monitor the Pensions Team inbox ensuring all queries are responded to or appropriately delegated in a timely manner.

• Manage the filing scanning and organisation of pension-related documentation.

• Print and prepare pre-drafted letters ensuring correct formatting and presentation.

• Coordinate meetings with both internal and external stakeholders.

• Arrange travel and manage expense submissions for the team.

• Support bulk distribution of post and email communications.

• Oversee the process for arranging flowers or charitable donations for special occasions or bereavements.

• Assist with the retirement process including generating retiree reports and coordinating retirement course bookings.

• Contribute to the planning and delivery of pension-related events.

• Participate in ad-hoc projects as required.

• Provide general administrative support to the Pension Manager and the Head of Pensions & Benefits including diary management.

Personal Characteristics

• Positive attitude with a passion to learn

• Excellent interpersonal skills and confidence to interact with all levels of seniority

• Ability to take the initiative on assigned tasks

• Attention to detail

• Good team player

• Excellent organisational and time-management skills with the ability to prioritise and work under some pressure to meet deadlines

• Discretion and respect for confidentiality

Experience Skills and Competencies Required

The role requires you to demonstrate alignment to the Firms motto of harmony integrity and industry and will require you to show the following skills:

• Planning and process management skills

Ability to work to fixed deadlines with accuracy and attention to detail. Ability to prioritise and identify critical tasks across varied responsibilities. Ability to communicate with internal business and external clients.

• Written and verbal skills

Effective written and verbal communication skills conveying messages accurately concisely and with integrity to both the business and external clients. Ability to understand complex issues find solutions and then communicate these effectively to inform business decision making and relationship management.

• Numerical and analytical skills

Ability to gather monitor and analyse data and figures and report key information that will help inform business decisions.

• IT skills

Ability to work with computers and systems and to problem solve using technology. Some familiarity with Excel and PowerPoint would be a desirable but not essential.