Senior DB Consultant

Closing on: Nov 30, 2020
Contract: Full Time Permanent
Location: Bristol
Hours: Full time
Salary: Competitive

Senior DB Consultant

Role Purpose

The senior consultant is responsible for managing a portfolio of clients and bringing a high level of knowledge and experience to bear in developing those relationships. Other responsibilities may include management of staff, playing a key role in developing the technical and/or operational activities of the business, and developing new business.

The list below sets out the tasks / responsibilities involved in the Senior Consultant role on clients. Variations of the responsibilities may be agreed between Broadstone team members on a client-by-client basis. Certain tasks should be delegated where appropriate.

Key Accountabilities

Account Management

  • • Be the key Broadstone relationship manager for your clients and maintain a broad, strategic view of the client relationship as a whole
  • Using a high level of knowledge and experience, actively work with clients to identify needs, propose solutions and to develop strong relationships
  • Review and deliver work to clients
  • Be seen as first point of contact and deal with day to day queries from the client, from other Broadstone teams, including admin, and from third parties
  • Manage workloads to ensure all work for clients is completed accurately and on time, delegating as appropriate
  • Arrange and manage annual account development meetings
  • Agree clear fee structures with clients and undertake regular review of fees with respect to budgets and work performed
  • Identify and respond to new business opportunities
  • Maintain log of fees billed versus annual budget for client on an ongoing basis
  • Maintain log of own time billed to clients on a monthly basis
  • Maintain file notes of any material conversations / correspondence with clients (or with third parties regarding clients) and circulate to team
  • File all client papers and keep all client files up-to-date

Client Meetings

  • Agree / arrange meeting dates with the client and consider attendees from wider Broadstone team
  • Regularly attend and present at client meetings
  • Follow client meeting processes including arranging the meeting, preparing agenda and agenda packs, ensuring packs are issued in a timely manner and available on 4myscheme and issuing minutes and actions log within one week of the meeting date, agreeing timescales for Broadstone actions
  • Circulate minutes and actions list to relevant Broadstone team members, emphasising actions for Broadstone team members to pick up
  • Ensure meeting actions are progressed in a timely manner

Technical/Process/Business Development

  • Attend and contribute to Broadstone Consultancy Team meetings
  • Attend and contribute to Broadstone CRM meetings
  • Provide peer review for the work of consultants
  • Lead on team-wide initiatives and projects
  • Mentor and develop assistant consultants and consultants – share experience and provide guidance and feedback
  • Assist with the provision of training internally and trustee training for clients
  • Develop relationships with third parties in order to develop new business
  • Take responsibility for managing allocated independent trustee firm relationships to support business development
  • Assist with recruitment and growth of the team
  • Support new business proposals and presentations
  • Ensure that annual Scheme report and Accounts, Scheme Returns and HMRC Event reporting are completed on time
  • Ensure that 4myscheme users, Scheme Dox, tPR exchange and client database are kept up-to-date
  • Prepare and issue monthly advisory invoices by close on the 14th of each month, seeking peer review as appropriate
  • Oversee annual Broadstone budgeting exercise
  • Oversee installation of new clients
  • Oversee jobs and tasks to ensure assistant consultants adhere to procedures
  • Notify Consultancy Director and / or wider team of work carried out that might usefully be used as a precedent / template
  • Contribute to ‘special projects’ for Consultancy Team (e.g. SETs, drafting Briefing Notes) where appropriate

Technical Knowledge and Professional Qualifications

Key Skills

  • Highly numerate and literate
  • Ability to readily absorb technical information
  • Strong team-working and communication skills
  • Computer literacy including familiarity with Microsoft Word, Excel and PowerPoint

Professional Qualifications

  • Appropriate industry qualifications
  • GCSE (or equivalent) Maths and English, Grade C and above

Overarching Obligations

  • Adhere to all relevant laws & regulations, and Broadstone Policies & Procedures
  • Achieve a good standard of ethical behaviour, i.e. do the right thing at all times
  • Comply with all relevant professional standards
  • Comply with the FCA’s requirements in relation to Conduct Risk & Treating Customers Fairly

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