Trainee Pensions Consultant

Trainee Pensions Consultant
Pensions | Consulting | Career Progression
Full time / hybrid - office based in Essex

WE Talent is proud to be partnering with a people-focused, mid-sized pensions consultancy to recruit a Trainee Pensions Consultant as part of their continued growth and internal talent development.

This role is ideally suited to someone who has progressed within pensions administration and is now ready to transition into a client-facing consultancy role. You may already have experience supporting pensions projects or working with trustees, and you’ll be looking to build on that foundation by learning from an experienced team in a supportive environment.

As a Trainee Pensions Consultant, you will be mentored by senior consultants and gradually take on more responsibility for client and trustee support. Your duties will include:

• Assisting with the preparation, attendance and follow-up of trustee and client meetings

• Drafting and circulating meeting notes and action points

• Coordinating meeting papers and communications

• Liaising with internal teams and clients to ensure effective follow-through

• Contributing to the drafting of trustee reports, newsletters, and member communications

• Supporting a variety of pensions projects and consultancy activities

• Shadowing senior consultants to gain deeper knowledge of the industry and client management

This role would suit someone with experience as a Pensions Administrator or Senior Pensions Administrator, ideally with exposure to defined benefit schemes, third-party administration (TPA), trustee support, or pensions-related projects.

We’re looking for someone who is:

• Motivated and eager to develop into a consultancy role

• A strong communicator, both verbal and written

• Comfortable managing multiple tasks and priorities

• Professional and confident when dealing with clients

• Experienced in writing and drafting formal communications

You should be working towards or already hold a relevant pensions or financial qualification, such as:

• PMI (Pensions Management Institute)

• CII (Chartered Insurance Institute)

• FCA-authorised advisory qualifications

• Or equivalent pensions or consulting accreditations

• Career development in a trusted, collaborative pensions consultancy

• Opportunities to learn from respected industry professionals

• Support with studies and qualifications

• Hybrid working and a values-led culture

If you are ambitious and looking for a supportive team to invest in your learning and growth - apply now!

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