Overview
- Building relations with clients, ensuring their needs are identified and met, driving forward the client relationship where appropriate
- Maintaining up‑to‑date knowledge of market practice, legislation and DC governance requirements
- Identifying suitable investment strategies in the context of the client’s specific membership
- Identifying suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences
Qualifications Required
- Qualified or making good progress towards FIA, FFA, CFA or PMI
Experience Required
- Demonstrable experience of working within the UK DC pension scheme advisory sector in a consultancy environment
- Excellent communication skills
- A commercial awareness
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