Covenant Consultant - Leading Pension Company In London

Posted 29 June by in-pact consulting


Our client is a specialist FTSE listed financial services company looking for a Covenant Consultant on a full time basis. Alongside the client lead the Covenant Consultant will get involved with developing advice for clients to solve their problems. This will require technical skills to determine and manage the required analysis underpinning the advice as well as effective communication skills to ensure effective delivery of that advice. One of the main tasks will be to ensure the reports for clients are all well structured, clearly written and prepared in time. The post holder will have the opportunity to develop client relationships with the aim of ultimately progressing to lead those relationships.

On offer is support by junior resources (with the more analytic aspects of the work) and by senior colleagues (in relation to the more strategic aspects of the mandate) you will be liaising with clients and other advisers regarding the management of projects, including data and information requests. You will also help with general research, compliance related tasks and preparing briefing notes and marketing material and a complete list of tasks are summarised below:-

Gather information from relevant sources (including requesting information from companies and obtaining publicly available information) as part of employer covenant projects.

Use various data sources to obtain relevant information, such as DataStream, Companies House, or equivalent.

Analyse financial statements of companies and other information received to assess the current financial position of employer(s), both on a qualitative and quantitative basis.

Prepare draft reports and / or presentations of varying degrees of detail, setting out the results of the employer covenant analysis and advice.

Manage junior resources and delegate efficiently where and when appropriate, and liaise with colleagues in other teams.

Research various industries, sectors or companies, as required for client works and/or business development.

Assist with the preparation of briefing notes and other literature regarding the latest legislative developments and case studies relating to the employer covenant.

Assist with the preparation of internal training courses regarding the employer covenant.

Assist with tenders and proposal to win new business.

If you have an accounting qualification or similar with excellent analytic and communication skills, a desire to assist and work with clients, along with a drive to deliver high quality work and assist to grow the covenant business then our client would like to hear from you. In addition you will need a high degree of professional integrity, some experience regarding corporate transactions & direct consulting experience. Some understanding of the UK pensions industry would be an advantage but no formal prior experience relating to the employer covenant is required although would be useful.


On offer is an attractive reward package and typical benefits include competitive salary, participation in Discretionary Bonus Scheme, 25 days holiday, Pension Plan, Flexible Benefits Scheme ,Life Assurance cover and discounts and savings from retailers and services providers plus an interest free season ticket loan so please do forward your CV as soon as possible for further details and consultation.

Required skills

  • Accounting
  • Consulting
  • Pension Schemes
  • Covenants
  • MS Excel

Application questions

Have an accounting qualification & interested in a covenant role within a leading pension company?
Have strong analytical background with 1st class communication skills Inc report writing ability?
Have an understanding of the UK pensions industry and/or a desire to work in the sector?
Seeking a full time consultancy role in the Central London area?
Seeking a client facing covenant role for a company offering a 1st class salary/benefits package?

Reference: 40327532

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