Business Development Internship null

About TPT Retirement Solutions

TPT Retirement Solutions provides pension administration services, ensuring individuals and organizations effectively manage their retirement funds. With a focus on tailored solutions and expert advice, TPT helps clients navigate the complexities of retirement planning with confidence.

Your role

TPT Retirement Solutions is looking for an individual to join the Sales & Marketing and Professional Services teams for a combined 1-year internship, across both departments.

Professional Services

Area of responsibility:

• To support TPT’s vision, Business Plan, and values, and along with the team, be committed to these.
• To support the drafting of communications to employers and members about existing and new services introduced by the Professional Services Team. This includes, but is not limited to, the delivery of corporate accounting numbers with support from the in-house actuarial function. Preparing mailing data.
• Provide support to the collective defined contribution (CDC) discovery project, analyzing sector interest developing marketing communication strategy, and engaging with existing and potential clients.
• Subject to CDC project approval, support various project working groups on overall project delivery.
• Assist the Professional Services Team in maximizing revenue opportunities for existing life assurance products and support with re-broking exercises, including idea generation from concept to delivery.
• Support the roll-out of the new Customer Relationship Manager (CRM) system to understand the requirements of the project, impact assessment across the
• Professional Services and Customer Relations Team.
• To establish controls about the team’s services e.g. online tool access controls for company accounting are followed correctly.
• Ensure that the CRM tool is updated to reflect employer activity undertaken within the Professional Services Team activity.
• To maintain the database of employers who have requested services from the team and to provide the Finance team with invoice schedules.
• To work with other teams within TPT to ensure elements of the accounting solution and other services are sufficiently tested before launch.
• Drafting papers for Trustee board and executive leadership meetings.
• To work with the Professional Services and Customer Relations Teams in the preparation of research material for additional services and internal reporting requirements.
• To act as an ambassador of TPT at all times and comply with internal requirements. 

Sales and Marketing

Area of responsibility:

• To work with and support all members of the Sales & Marketing function, providing research and support to key business activities.
• To take ownership and responsibility for assigned tasks, suggest new ideas, work creatively with other members of the team, and deliver assigned projects to tight deadlines.
• To support the drafting of Sales & Marketing collateral to aid the new business effort
• To assist in developing/enhancing reporting tools.
• To work with the large data sets held on databases to provide analytics for the team.
• To support the team on other project-based work and provide research, support, and assistance to progress operational priorities and strategic objectives.
• To contribute ideas, challenge existing working practices, and help to find ways of applying academic thought in pragmatic ways.
• To perform all duties in line with TPT’s Information Security policy.
• To comply with the Data Protection Policy when dealing with personal data in the course of employment including personal data relating to any employee, customer, client, supplier, or agent of the Company. Sales & Marketing Internship February 2024
• To always act as an ambassador for TPT

Training & development

This opportunity will give the successful candidate exposure to working as part of a front-office investment function, undertaking research, and analyzing investment data. A structured development & training plan will be produced to ensure that you can succeed in your internship and meet all the objectives.

Benefits

TPT Retirement Solutions provides a great working environment along with the following benefits:

• Competitive salary
• 35 hours of work per week
• Contributory pension
• Life assurance
• 25 days of annual leave
• Bank holidays

Career progression

During your internship at TPT Retirement Solutions, you will undergo a structured development and training plan tailored to equip you with the necessary skills and knowledge to excel in your role. This progression will guide you toward achieving key objectives, fostering professional growth, and ultimately positioning you for success in your career journey.

Work-life balance

At TPT Retirement Solutions, experience a harmonious work-life balance with a supportive team and flexible 8:30 AM to 5 PM Monday to Friday schedules. Enjoy a nurturing environment where professional growth, meaningful projects, and helping others converge seamlessly, fostering a fulfilling and balanced lifestyle.

Culture & vibe

At TPT Retirement Solutions, immerse yourself in a supportive culture where every individual is genuinely invested in their work and its impact. Experience a vibrant atmosphere driven by a collective passion for helping others secure their financial futures with care and dedication.

About you

Job & Technical Factors:

• For Professional Services:
  • Studying towards a university degree related to business:
    • Business Analytics / Administration / Management, Economics, Finance and Management, Accounting etc
    • Other degrees may be relevant also such as Maths, Actuarial Science, English, Politics, etc
  • Excellent data analysis skill
  • Excellent research skill
  • Excellent communications skill
  • Basic understanding of corporate operations (Desirable)
  • Basic knowledge of pensions (Desirable)
  • Basic understanding of product design from concept to delivery (Desirable)
• For Sales and Marketing:
  • Ideally studying or study Business Studies, Marketing, Finance, or Economics.
  • Interest in business, marketing, and economic issues
  • Report writing skills (Desirable)
  • Drafting presentations (Desirable)

Engaged Behaviour:

• For Professional Services:
  • A desire to improve continually, and to work to the best of one's ability
  • Motivated for this role
  • Embraces change at all levels
  • Enthusiastic to work with external bodies (Desirable)
• For Sales and Marketing:
  • Enquiring mind
  • Methodical
  • Willingness to learn
  • Ability to deliver to tight deadlines
  • Confidence to challenge others (Desirable)

Values:

• For Professional Services and Sales & Marketing:
  • Inclusive
  • Integrity
  • Innovative
  • Customer focused
  • Cost-effective
  • Committed

Customer Care:

• For Professional Services:
  • Experience of working in customer-focused environments
  • Empathetic
  • Ability to communicate and influence
  • Able to give effective presentations (Desirable)
• For Sales and Marketing:
  • Strong communicator (verbal & written)

Systems and Processes:

• For Sales and Marketing:
  • Good IT skills – PowerPoint, Outlook, MS Word, Excel, etc.
  • Knowledge of databases

Performance Factors:

• For Professional Services:
  • Ability to work to strict deadlines
  • Ability to manage multiple tasks and projects
  • Able to set high standards for self. Demonstrates high-quality work and self-motivation
• For Sales and Marketing:
  • Ability to prioritize own workload
  • Ability to work to deadlines
  • Good time management, organizational, and coordination skills

Function Management:

• For Professional Services:
  • Able to motivate others in line with values
  • Is positive to others about change
  • Aware of the cost of own time
  • Highly professional approach and manner
  • Acts as ambassador
  • Experience working as part of a team

Sources

The following sources were used in researching this page:

• tpt.org.uk
• youtube.com/@TPTRetirement