Assistant Consultant

York, England, United Kingdom

12/6/2024

Role Purpose

The Assistant Consultant’s role is to support the client facing members of the team, ensuring that consultancy and secretarial work is delivered promptly and to a high standard.

The list below sets out the tasks / responsibilities involved in the Assistant Consultant role on the Consultancy Team. Client based tasks will vary from client to client as instructed by senior members of client teams. More generally, variations to the responsibilities may be agreed between Broadstone team members from time-to-time.

Key Accountabilities

Day-to-day Client Work

Assist with meeting preparation – including arranging dates, drafting agendas, Annual Timetables, Governance Reports, updating/drafting Risk Registers, assembling Agenda Packs online, liaising with office support staff regarding printing/issue of hard-copy meeting packs

• Liaising with other departments and third parties to ensure documents are prepared on time for inclusion in agenda packs
• Attendance at client meetings to observe and take minutes
• Drafting of client meeting minutes and action points
• Drafting and arranging issue of member communications
• Assisting with the processing of tPR and PPF levies
• Assisting with the maintenance of Broadstone’s online document library
• Arrange the settlement of invoices 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 (passing back for checking/review)
• Keep relevant Broadstone team members updated on progress of key projects / items of work
• Maintaining log of time spent on work for individual clients on Coretime time recording system
  
  

Regular Projects

• Coordinating Trustee Training Seminars
• Coordinating Event Reporting Letters and submissions to HMRC
• Annual Scheme Returns – coordinating completion (including input from investment/admin/actuarial) and ensuring checklists etc. completed
  
  

Consultancy Team / Process

• Arranging and attending Consultancy Team Meetings, taking minutes and coordinating actions
• Complete Anti-Money Laundering Forms and ensuring reviews done on existing clients
• HMRC – dealing with Scheme Administrator/Practitioner queries and checking Scheme list
• Maintaining familiarity with tPR Exchange/HMRC online/other online resources
• Assistance with ad-hoc tasks that arise from time to time e.g. GDPR
• Ensure work is accurate and produced in a timely manner
• Proactively seek work and ways to develop yourself
• Attend training and relevant industry events
• Adhere to Broadstone’s and the Consultancy’s team procedures and policies
• Work towards professional qualification
• Maintaining and updating standard document templates
  
  

Technical Knowledge And Professional Qualifications Key Skills

• Strong team-working and communication skills
• Ability to readily absorb technical information
• Able to manage multiple task and deadlines, with can do attitude
• Adaptable and flexible to new tasks & workloads
• Competent user of Microsoft Office packages (Outlook, Word, Excel, PowerPoint)
  
  

Professional 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 the Senior Managers & Certification Regime, Treating Customers Fairly and the Consumer Duty