Join this growing specialist DC division!
In this role, you will be at the forefront of providing expert advice across a wide spectrum of DC schemes, with a particular focus on governance. While experience in investment and technical pension knowledge is advantageous, it is not a prerequisite for this position.
Responsibilities:
Client Relationship Management: Build and nurture relationships with both trust-based and corporate clients, ensuring their needs are understood and met while driving client relationships forward.
New Business Development: Participate in new business pitches for DC consultancy work to contribute to the growth of the division.
Project Leadership: Lead and support various projects, including master trust/GPP reviews, advising on pension arrangement buy-out and wind-up, and overseeing AVC reviews.
Client Portfolio Management: Manage a portfolio of clients, providing ongoing governance support through regular meetings to enhance member outcomes.
Investment Advice: Collaborate with investment colleagues to provide tailored investment advice to clients, including strategy modelling, investment structure identification, and manager/DC provider selection exercises.
Advisory Drafting: Prepare advice documents to a high standard for client sign-off.
DC Research: Stay updated on master trust/GPP providers and their evolving propositions
to support research outputs that inform client advice.
Team Collaboration: Work within a team environment, providing leadership and guidance to junior team members.
Requirements:
Demonstrable experience in the UK DC pension scheme advisory sector within a consultancy environment.
Ideally PMI qualified with several years of post-qualification experience or equivalent qualifications such as FIA, FFA, or CFA.
Excellent communication skills and commercial awareness.
Benefits:
Aside from joining a multi-award-winning, collaborative, and people-first organisation, you will enjoy a comprehensive benefits package designed to promote your overall well-being, including:
Hybrid working arrangements
Generous annual leave and flexible holiday options
Private medical insurance and discounted gym memberships
Cycle to work scheme and digital GP services
Access to internal networks promoting well-being
Life assurance, income protection, and enhanced parental leave
Competitive pension scheme, discretionary bonus, and high street discounts.
Don't miss out on this opportunity to grow your career in a supportive and dynamic environment!
Call Hayley Brockwell on 01279 859000 to apply to join this team of industry leaders.
