Trainee Consultant

Contract: Permanent
Location: Bristol
Hours: Full time
Salary: Competitive

Role Purpose

The purpose of the role is to support the client facing members of the Consultancy team to ensure that consulting and secretarial work is delivered promptly and to a high standard.
The successful candidate will gain knowledge and experience on route to becoming a Consultant in the future.

Key Accountabilities
• Assisting with meeting preparation and liaising with office support staff regarding printing/issue of hardcopy meeting packs
• Liaising with other departments and third parties to ensure documents are prepared on time for inclusion in meeting papers
• Attendance at client meetings to observe and take minutes
• Drafting and arranging issue of member communications
• Assisting with the maintenance of Broadstone’s online document library
• Arrange the settlement of invoices and levies and maintenance of client budgets
• File all client papers and keep all client files up-to-date
• Carrying out ad-hoc client work delegated by senior client team members from time to time (passing back for checking/review)
• Keep relevant Broadstone team members updated on the progress of key projects / items of work
• Maintaining log of time spent on work for individual clients on Coretime time recording system
• Coordinating Trustee Training seminars and annual submissions to HMRC and the Pensions Regulator
• Completing Anti-Money Laundering Forms and ensuring reviews are done on existing clients
• Maintaining familiarity with tPR Exchange/HMRC online/other online resources
• Maintaining and updating standard document templates

Technical Knowledge and Professional Qualifications

Key Skills

• Ability to work under pressure and to strict deadlines
• Proactive in seeking work and ways to develop yourself
• Excellent organisation and communication skills
• Ability to prioritise
• Good numeracy skills


• Educated to degree level
• Willing to study towards PMI ADRP qualification

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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