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 a simple execution only online service to bespoke discretionary investment management including retirement planning.

About this opportunity:
Due to expansion we are looking to appoint an experienced Pensions Analyst to join our business based in Birmingham City Centre (WFH will be considered) providing expert witness reports, predominately in the field of Pensions and Divorce. 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. This position can be offered on either a full time or part time basis.

Responsibilities Include:

• Assessing cases and initiating letters and emails to instructing solicitors.
• Using pension scheme documentation including Cash Equivalent Value and Benefit Statements to obtain specific benefit details to be used within Expert Witness reports.
• Communicating with third party pension administrators and collating pension documentation necessary for individual reports to be written.
• Managing own workload to ensure administration team meets daily and weekly quality of service targets.
• Maintaining accuracy of client case records by using Microsoft Word and Excel as well as an in-house CRM database to undertake all administration tasks efficiently.
• Proof reading of Expert Witness reports both from presentational and technical point of view.
• Preparing invoices and general credit control duties.

Skills/Qualifications:

• Previous experience either in a DB pension scheme environment, administration of pensions within a life office or IFA specialising in pensions.
• GCSE English and Maths or equivalent.
• Any professional Finance related qualification is desirable but not essential.
• Excellent organisational and communication skills including a good telephone manner and good letter writing skills using Microsoft applications.
• An enquiring mind and enthusiasm and confidence to challenge data provided.
• Enthusiasm to develop knowledge and understanding of DB & DC schemes and Pensions & Divorce legislation and procedure.
• Ability to meet deadlines/work within restricted timescales
• Flexible and reliable team member
• Ability to work on own initiative to achieve required results

About you
We are looking for people with not only the right skills, but those who demonstrate our values in how they approach their work and colleagues
Genuine – Shows empathy and understanding for the needs of clients and colleagues. Team worker demonstrating trust, respect and integrity.
Expert – Applies skills and knowledge to achieve objectives and makes the complex simple. Brings together the right people and grows expertise to get the best results for clients. Seeks continuous improvement.
Ambitious - Works hard to be at their best. Embraces change for the better. Strives to do the best for clients and colleagues

Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and developing a diverse workforce, inclusive of race, religion, age, gender, sexual orientation and disability. If you have particular requirements in relation to accessibility or mobility during the recruitment process, please let us know and we will do our best to make suitable adjustments.

To apply for this role, please click the “Apply” button below. The closing date for applications is 05/10/2022. Some of our vacancies receive high numbers of applications and we may decide to close this sooner, so we would encourage you to apply as early as possible.

This employer is a corporate member of myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals, students, inclusive employers & anyone who believes in workplace equality.