Willis Towers Watson Retirement Consultant in Leeds, United Kingdom

Retirement Consultant

Date Posted: October 3, 2018


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Salary: Highly Competitive

Closing date: 31 October 2018

Summary of Role

As a Retirement Consultant (part qualified or recently qualified retirement actuary) you will work as part of a team on a wide variety of complex projects. You will serve as a key resource for the consultant in charge of each of your engagements by performing many intricate aspects of the client work. As you grow and gain more expertise, you will become a key contact for the client and will begin taking on a larger project manager role within the team.

The Leeds office and retirement team

The Willis Towers Watson Leeds office is situated in central Leeds, in a new office building on the wonderful Wellington Place complex – with shops, bars, restaurants and a gym right on your doorstep. The office includes retirement, investment, pension administration and insurance broking teams, with around 250 colleagues in total.

The Leeds retirement team is a great place to work – welcoming, friendly, inclusive and supportive – with regular colleague feedback to evidence this. In total the team has around 60 colleagues, with the majority working in the DB retirement area, but the team also includes specialist DC consultants as well as liability management and data solutions experts.

The Role

  • Your work will cover both Trustee & Corporate assignments and you will contribute to varied and interesting work and projects, such as:

– Actuarial valuations

– Pension accounting disclosures

– Supporting administrators with members calculations

– Factor reviews

– PPF levy management

– Integrated risk management and asset/liability modelling

– Liability management exercises

– Transactions, such as buy-ins

– Plan design strategy

– Mergers and acquisitions

Technical/Thought Leadership

  • Serve as 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

  • Complete work in accordance with:

– Various accounting standards,

– Guidance from the Department for Work & Pensions, the Pensions Regulator and the PPF

– standards set by the Board for Actuarial Standards & Institute of Actuaries

Project Management

  • Deliver work in accordance to project deadlines

  • Begin to serve as the project manager which includes:

  • Creating project plans

  • Monitoring progress to deadlines and budgets

  • Scheduling and managing regular status meeting calls

  • Ensuring appropriate and effective communication among

  • team members and the client


  • Build relationships internally and collaborate effectively across 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

Financial/Revenue Generation

  • Meet chargeable hours targets

  • Contribute to sales and marketing efforts by developing materials for prospective clients, drafting proposals and responding to RFPs

The Requirements

  • Some previous experience doing core retirement consulting work, working in a client-service and trustee oriented environment focusing on defined benefit plans

  • Strong written and verbal communication skills

  • Actuarial exam progress towards Fellowship of the IFoA qualification

  • Flexibility and proven ability to diagnose and resolve issues

  • Strong client service orientation

  • Ability to ask the right questions and seek help where appropriate

  • Ability to respond to all communications effectively and in a timely manner

  • Well organised 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’s work and taking pride in it

  • Interest and ability to think beyond the task at hand and understand how one’s work fits into the broader landscape

  • Strong analytical skills, including ability to draw conclusions and identify trends from data in a logical and systematic way

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, optimise 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 – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com .

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 organisation, 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 authorised Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorised Willis Towers Watson recruiter and an active working relationship with the organisation. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorised Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson.


Not ready to Apply? at https://willistowerswatson.avature.net/WTWTalentNetwork


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  • Location:Leeds, England, GB

  • Date Posted:October 3, 2018