Overview

Senior DC Investment Consultant – 29785

They’re delighted to welcome applications for a Senior DC Investment Consultant to join this high performing team.

Ref: 29785

  • Location: Birmingham/Edinburgh/Glasgow/London
  • Category: Consultancy
  • Type: Permanent

Overview

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.

Qualifications required:

  • Likely to be FFA/FIA or CFA qualified, or otherwise appropriately authorised to provide investment advice

Experience required:

  • 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

Consultant

Cameron Fenerol

Consultant | Pensions

T: +44 (0) 20 3867 9845

Email me

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