They’re delighted to welcome applications for a Senior DC Investment Consultant to join this high performing team.
- Location: Birmingham/Edinburgh/Glasgow/London
- Category: Consultancy
- Type: Permanent
Key Duties (Including but not limited to)
- Providing high-quality, tailored investment advice to trustee and corporate clients, drawing on strategic insight and innovative thinking
- Managing a portfolio of clients, nurturing relationships and ensuring their needs are met with clarity and confidence
- A track record of providing investment advice to corporate and/or trustee clients
- Supporting the development of their consulting capability by coaching and mentoring colleagues.
- Playing an active role in new business activity; contributing ideas, developing tenders, preparing pitches and presenting as part of the team.
- Likely to be FFA/FIA or CFA qualified, or otherwise appropriately authorised to provide investment advice
- Experience working within the pensions industry
- Knowledge of the DC market – covering areas such as auto enrolment, Chair’s Statements, disclosure requirements, Statements of Investment Principles and private market investments
- Experience of advising on AVC arrangements (advantageous)
- Confidence using Microsoft Word, Excel and PowerPoint
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