Senior DC Pensions Investment Consultant
SKILLS
FULL DESCRIPTION
[Employer hidden — view at passion-project.co.uk] is seeking a Senior DC Pensions Investment Consultant to join their growing specialist DC division in London. The role involves building client relationships, providing investment strategy advice, conducting investment manager selection, and managing a portfolio of clients. Candidates should have relevant qualifications and experience in the UK DC pension scheme advisory sector.
Senior DC Pensions Investment Consultant
Location - London (minimum 2 days per week in office)
*[Employer hidden] is an award-winning actuarial and analytics consultancy providing market-leading capabilities and advice across pensions and financial services, energy, health, and analytics. We use powerful analytics fused with human expertise to shape a more positive future.*
We have an exciting opportunity for a Senior DC Pensions Investment Consultant to join our growing specialist DC (Defined Contribution) division. Whilst the role covers the wide spectrum of advice required by a DC scheme, as can be seen below, we are looking for someone with experience in investment and good technical pension scheme investment knowledge.
What will you be doing when you join the DC Practice as a Senior Consultant?
- Building and leading relations with clients and ensure client needs are identified and met, driving forward the client relationship where appropriate
- Getting involved with new pitches for DC Consultancy work
- Maintaining up-to-date knowledge of market practice, legislation and DC governance requirements
- Running and interpreting DC Investment strategy modelling to identify suitable investment strategies in the context of the client’s specific membership
- Identifying suitable investment structures to implement strategies, considering individual client’s circumstances and preferences
- Conducting investment manager selection and DC providers’ exercises, leading clients to reach decisions on managers and or providers.
- Managing a portfolio of clients, supporting them with ongoing governance via regular meetings, working collaboratively with all stakeholders, focussing on improving member outcomes
- Drafting advice to a standard that you are happy to sign off
- Working within a team environment, providing leadership and guidance to less experienced team members
What skills, experience and qualities are we looking for?
- FIA, FFA or CFA qualified with some years of post-qualification experience
- Demonstrable experience of working within the UK DC pension scheme advisory sector in a consultancy environment
- Experience in investment and good technical pension scheme investment knowledge
- Excellent communication skills
- Commercial awareness
What’s in it for you?
Take a look at our Glassdoor and Career stories pages to see why our people love being here! As well as joining a multi-award winning, fun, collaborative, people first organisation where your personal and professional skills will be developed to make you the best you can be, we offer an attractive benefits package designed to promote your overall wellbeing so that you are able to perform to your full potential both in and out of work. Currently our core benefits package includes:
For you:
- Professional study support (where applicable)
- Access to our internal Wellbeing, LGBTQ+, Multicultural and Women’s networks
For your family:
- Life assurance
- Income protection
- Enhanced maternity/paternity/adoption and shared parental leave
For your health:
- 26 days annual leave (pro-rata for part-time working) plus bank holidays (most of which can be taken flexibly!) with options to buy & sell holiday
- Private medical insurance
- Discounted gym memberships, critical illness and dental insurance through our flexible benefits
- Eye care vouchers
- Cycle to work scheme
- Digital GP services
For your wealth:
- Competitive pension scheme
- Discretionary bonus scheme
- High street discounts
- Season ticket loans
For others:
- Volunteering opportunities
For the environment:
- Electric vehicle salary sacrifice scheme (qualifying period applies)
And much more!
We continuously strive to build an inclusive workplace where all forms of diversity are valued, including age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.
[Employer hidden] is committed to making our opportunities accessible to all and would welcome you getting in touch to let us know if an adjustment can be made to help with your application. This may be extra time for assessments, pre-interview site visits, interview structure or questions, or asking us about building accessibility. Whatever it may be, please get in touch via our dedicated email address - [contact hidden] to discuss how we can support you with your application.
Recruitment agencies
[Employer hidden] operates a Preferred Supplier List (PSL) for recruitment agencies which is reviewed annually. We do not accept unsolicited CVs from agencies who are not part of our current PSL. [Employer hidden] only pay agency fees where we have a signed agreement in place, and the agency has been instructed by a member of our recruitment team to supply CVs via the Applicant Tracking System (ATS) for a legitimate, open vacancy. If this process is not adhered to, [Employer hidden] reserve the right to contact these candidates directly and have discussions with them without paying any agency fees. We do not pay agency fees when speculative and unsolicited CVs are submitted to any employee or Partner at [Employer hidden].
Specialism
DC and Financial Wellbeing
Location
London
Job ID
307036