Mathieson Consulting - Pensions Analyst

RBC Brewin Dolphin; Birmingham; On-site; GBP 32,000 - 46,000; Full time

Job summary

RBC Brewin Dolphin in Birmingham seeks a Pensions Analyst to support Mathieson Consulting, focusing on pension assets, valuations and expert witness reports in divorce cases. You will collect pension data, liaise with administrators and prepare professional documents for solicitors.

The role emphasizes accuracy, client record management, and delivering timely administration with a collaborative, professional team.

Qualifications

• Proven experience in a DB pension scheme environment and pensions administration.
• Experience preparing Expert Witness reports in pensions/divorce matters.

Responsibilities

• Assess cases and draft letters/emails to instructing solicitors.
• Use pension documentation to obtain benefit details for Expert Witness reports.
• Coordinate with third party pension administrators and collect documents.
• Manage workload to meet daily/weekly quality targets.
• Maintain client records using Word, Excel and an in-house CRM.
• Proofread Expert Witness reports for presentation and technical accuracy.
• Prepare invoices and perform credit control duties.

Skills

Pensions administration

DB pension schemes

Client management

Finance knowledge

Report writing

Communication

Attention to detail

Problem solving

Job description

What is the opportunity?

We have an exciting opportunity for a Pensions Analyst in Birmingham to join our subsidiary business, Mathieson Consulting - https://mcact.co.uk

Job Description

We have an exciting opportunity for a Pensions Analyst in Birmingham to join our subsidiary business, Mathieson Consulting - https://mcact.co.uk

Mathieson Consulting is a consultancy firm which provides actuarial pensions advice for use in expert witness work. This primarily involves divorce work, but we also provide advice for employment tribunal cases and similar in respect of loss of pension rights.

We are a small team of highly qualified professionals and experts who take great pride in making the area of pensions as stress free as possible for our instructing solicitors.

You will provide expert witness reports, predominately in the field of Pensions and Divorce. We are instructed by solicitors acting on behalf of divorcing parties, to consider their pension assets, value them, and advise on various solutions for their division.

What will you do?

• Assessing cases and initiating letters and emails to instructing solicitors.
• Using pension scheme documentation including Cash Equivalent Value and Benefit Statements to obtain specific benefit details to be used within Expert Witness reports.
• Communicating with third party pension administrators and collating pension documentation necessary for individual reports to be written.
• Managing own workload to ensure administration team meets daily and weekly quality of service targets.
• Maintaining accuracy of client case records by using Microsoft Word and Excel as well as an in-house CRM database to undertake all administration tasks efficiently.
• Proof reading of Expert Witness reports both from presentational and technical point of view.
• Preparing invoices and general credit control duties.

What do you need to succeed?

Must-have

• Proven experience in a DB pension scheme environment, administration of pensions within a life office or IFA specialising in pensions.

Nice-to-have

• Any professional Finance related qualification is desirable.
• Prior knowledge of RBC values and practices.

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Job Skills

Account Management, Business Oriented, Insurance Finance and Actuarial Concepts, Insurance Industry, Insurance Operations, Insurance Products, Insurance Regulatory Law, Operational Delivery, Product Knowledge, Results-Oriented

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Additional Job Details

Address: 81 COLMORE ROW:BIRMINGHAM

City: Birmingham

Country: United Kingdom

Work hours/week: 35

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-21

Application Deadline: 2026-08-27

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above