Lead Associate - Retirement - Actuarial

Posted 5 April by Willis Towers Watson

As a Retirement Consultant you will work as part of a team on a wide variety of exciting and complex projects. You will serve as a key resource for the consultants in charge of each of your engagements by performing many aspects of the client work. As you grow and gain more expertise, you will become a key contact for the client and will begin taking on a larger project manager role within the team.
Your work will cover both trustee & corporate assignments and you will contribute to varied and interesting projects including :

  • Integrated risk management
  • Plan design strategy in the context of broader total rewards strategy
  • Pension plan financial management, and
  • Mergers and acquisitions.

The location

Reigate is a short and easy reverse commute to central London by train and has an extensive range of amenities and transport links on its doorstep. Gatwick airport and Brighton and the south coast are easily accessible by train. There is a great sense of community and something for everyone in this thriving market town including numerous and varied sporting clubs, restaurants and cafes, cinemas, nearby theatres and leisure parks. There are unique open spaces for outdoor activities in the town centre and on the North Downs.

The office
The two purpose-built Willis Towers Watson offices are co-located in the centre of Reigate and accommodate close to 1,000 colleagues combining all consulting disciplines major corporate and support functions making Willis Towers Watson the largest employer in the local area. The railway station is less than a five minute walk away, as are other transport services. It is one of our two GB client meeting centres with extensive hospitality and entertaining facilities together with a full range of support services on-site. Colleagues enjoy the benefits of a subsidised staff restaurant and Starbucks deli bar.

The team

The Reigate retirement team consist of 180 colleagues servicing around 140 trustee and corporate clients including half of the top 40 pension schemes in the UK. Given the longevity and size of these schemes, we are fully committed to the long term provision of actuarial services and working in partnership with our clients to come up with innovations and develop cutting-edge solutions. We continue to demonstrate strong business growth enabling us to create opportunities for continued expansion. Our actuarial technicians and offshore processing centre are responsible for the majority of processing work across a wide range of technical areas, freeing up consultants to be more involved in providing bespoke advice to our clients at an early stage of their career. In addition to core actuarial work there are many opportunities for colleagues to broaden and develop their careers; as subject matter experts in one or more technical areas, as people managers, business leaders or account managers. We provide market leading training programmes throughout your career and to assist with our continual career development culture we actively encourage individuals to take up a wide variety of secondment opportunities in other areas of the business and/or with clients so they can bring the benefits of their different experiences back into the team

The RoleTechnical/Thought Leadership

  • Serve as primary resource and liaise effectively with colleagues and clients regarding data collection, analyses, and project execution required for accounting and funding valuations
  • Understand UK legislative environment and complete the first draft of deliverables for review by the consultant
  • Work in accordance with all relevant standards
  • Participate in key learning and development opportunities
  • Maintain steady progress through exams
  • Contribute to retirement plan risk assessment and mitigation.

Project Management

  • Deliver work in accordance to project deadlines and begin to serve as the project manager which includes: creating plans, marking progress ensuring appropriate and effective communication among team members and the client.


  • Build relationships internally and collaborate effectively on cross-functional teams
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
  • Takes an active interest in the development of more junior staff, sharing in detail the completion of routine tasks.

Client/Account Management

  • Deliver on projects to meet or exceed client expectations
  • Increase efficiency within client teams by identifying ways to improve processes.

Financial/Revenue Generation

  • Contribute to sales and marketing efforts by drafting proposals and responding to RFPs

The Requirements

  • Some previous experience doing core valuation work and working in a client-service and trustee oriented environment which covers defined benefit plans
  • Strong written and verbal communication skills
  • Actuarial exam progress towards Fellowship of the IFoA
  • Proven ability to diagnose and resolve issues; strong client service orientation
  • Demonstrated potential leadership qualities
  • Well organized and detail oriented with ability to prioritise and delegate tasks
  • Ability to work both independently and on client teams and enjoy a fast-paced environment
  • Sense of accountability, owning one’s work and taking pride in it
  • Self-starter, interest in continually challenging oneself and willingness to step outside of one’s comfort zone
  • Interest and ability to think beyond the task at hand and understand how one’s work fits into the broader landscape
  • Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way
  • Excellent Microsoft Office skills, particularly in Excel

Reference: 34837560

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