Assistant Covenant Consultant

TPT Retirement Solutions; Leeds; On-site; GBP 20,000 - 28,000; Full time

Job summary

TPT Retirement Solutions, a leading UK workplace pensions provider, seeks an aspiring finance professional to join the Covenant team. The role focuses on financial strength assessments, multi-employer financial processes, and data-driven risk analysis.

The successful candidate will develop skills in financial analysis, covenants, and reporting for trustees and internal stakeholders while pursuing professional qualifications with strong study support.

Qualifications

• Currently studying financial qualifications or keen to begin studies (AAT, ACCA, CIMA, ACA).
• Commercially aware with a strong interest in finance, financial analysis or accounting.
• Analytical and problem-solving skills.
• Good Excel skills and confidence working with data for report writing and monitoring of dashboards.

Responsibilities

• Supporting the assessment of the financial strength of employers participating in TPT pension schemes.
• Delivering the annual Financial Assessment process for multi-employer schemes.
• Analyzing financial and non-financial data to identify risks and trends.
• Supporting covenant reviews, affordability assessments and valuations.
• Preparing reports and analysis for trustees, committees and internal stakeholders.
• Responding to financial assessment queries and managing the Client queries inbox.
• Maintaining covenant records and management information.
• Researching regulatory, economic and sector developments relevant to employer covenant.

Skills

Analytical thinking

Financial analysis

Data analysis

Communication skills

Excel skills

Organisational skills

Independent working

Education

AAT/ACCA/CIMA/ACA student

Tools

Microsoft Office

Excel

PowerPoint

Dashboards

Job description

Join TPT Retirement Solution’s Covenant team and contribute to work that supports the long-term security of pension scheme members. This is an excellent opportunity for an aspiring finance professional, trainee accountant or analytical graduate looking to develop their career in financial analysis, pensions and risk assessment.

You will be responsible for:

• Supporting the assessment of the financial strength of employers participating in TPT pension schemes.
• Delivering the annual Financial Assessment process for multi-employer schemes.
• Analyzing financial and non-financial data to identify risks and trends.
• Supporting covenant reviews, affordability assessments and valuations.
• Preparing reports and analysis for trustees, committees and internal stakeholders.
• Responding to financial assessment queries and managing the Client queries inbox.
• Maintaining covenant records and management information.
• Researching regulatory, economic and sector developments relevant to employer covenant.

Skills, Qualifications and Experience

We're interested in your potential as much as your experience. If you don't meet every requirement, we still encourage you to apply.

• Currently studying financial qualifications or keen to begin studies (AAT, ACCA, CIMA, ACA)
• Commercially aware with a strong interest in finance, financial analysis or accounting.
• Analytical and problem-solving skills.
• Good Excel skills and confidence working with data for report writing and monitoring of dashboards.
• Excellent written and verbal communication skills for engaging with internal and external stakeholders.
• Strong organisational skills and the ability to manage priorities.
• A collaborative approach and willingness to learn.
• The ability to work independently and take ownership of your work.
• Experience using Microsoft Office suite including Word, Excel and Powerpoint.

TPT Retirement Solutions are an accredited Training provider and support professional studies / a range of relevant Accounting qualifications

The Company

TPT Retirement Solutions (TPT) is one of the UK’s leading providers of workplace pensions with 80 years’ experience of managing defined benefit and defined contribution pension schemes. It has £11.4 billion of assets under management (as at 30 September 2025) and 490,000 members.

TPT’s mission is to make pension schemes perform better for everyone, from the sponsoring employers and trustees to the members who are saving for the future. They are an innovative, forward-thinking organisation, investing in technology to improve the services they provide. TPT are ultimately owned by a pension fund, providing genuine alignment of interests with those of their clients and scheme members.