Pensions Covenant Analyst Trainee

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

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.