About First Actuarial

First Actuarial has been around since 2004, when a small group of like-minded actuaries came together to bring fresh thinking to pensions consultancy. Two decades later, we’re celebrating our 20th anniversary with events at all our five offices. It’s a great time to be part of First Actuarial. Following last year’s 20% revenue increase, our strong growth path has continued into this year, and we now employ around 450 people in the UK

We’re still an independent business with no chargeable hours targets, giving our people the time to deliver their best work and excel. We shape our high-quality services by listening closely to our clients’ needs. And we price those services fairly.

As we develop our business, prospects for our people grow. Our Basingstoke, Leeds, Manchester, Peterborough and Tonbridge offices provide supportive work environments where everyone can make a difference. We enjoy work and celebrate our successes. And we provide support and helpful feedback, so we all learn and improve.

We love numbers, but we love people more. Staff wellbeing and work-life balance have always been core values. Beyond the firm, we’re known for our integrity. We’re happy to challenge conventional thinking and speak up. Our pioneering work is set to transform the lives of millions of younger people with a new type of pension.

The role

We are recruiting for a Financial Wellbeing Consultant based in any of our five offices.

As a Financial Wellbeing Consultant, you will join our small, but growing, Financial Wellbeing team, working with our other Financial Wellbeing Consultants, our clients and with others in the business to deliver our Financial Wellbeing services.

This role could be based in any of our five offices.

As a Financial Wellbeing Consultant, you will be responsible for the following:

• Preparing presentation materials and delivering these presentations
• Delivering “one-to-ones” to our clients’ employees or to members of pension schemes
• Working with online systems, including our own online systems
• Creating explanatory videos
• Creating standard documents and materials
• Adhering to data protection requirements and maintaining our high standards
• Liaising with our clients and with our teams across the business.

Skill and Experience

Previous experience of working in a Financial Wellbeing role is not essential for this role, but to be successful with your application, you would ideally have:

• 5 years’ experience preferred in a pensions consultancy. This role would be ideal for someone who has pensions actuarial, pensions consultancy or pensions administration experience.
• Excellent organisational skills, attention to detail and ability to work independently.
• Experience of using Microsoft Office, including PowerPoint, Word, and Excel.
• Excellent written and verbal communication skills.
• The ability to operate as a ‘self-starter’ and with minimal supervision whilst communicating clearly to the Central Finance team.
• A high level of integrity, be self-motivated, honest and diligent, with a strong attention to detail.
• Project management experience is desirable
• Can travel to all our offices and our clients’ locations when the business requires you to do.
• Have a can do, enthusiastic approach to tackling problems and are proactive in suggesting solutions to improve our Financial Wellbeing services.

What we offer you

We’ll actively support you as you build your career – and reward you for doing so. At every level of seniority, we offer:

• A competitive remuneration package, including bonus and profit-sharing payments.
• Private health insurance, life insurance and income protection insurance.
• 25 days annual leave as standard, increasing with length of service, an extra day at Christmas, plus bank holidays and the option to purchase additional holidays.
• A non-contributory pension.
• Full training and study support. (For the right candidate, an apprenticeship may be offered to support with training and development.)

We have hybrid working in place for colleagues who prefer home-working for part of the week. We’re also flexible on working day arrangements and will happily accommodate a range of personal commitments from day one.

Our straightforward, interview-based approach to recruitment ensures equal opportunities for all applicants.

Please note that we can only accept candidates who have a permanent right to work in the UK.

Apply now with covering letter and CV