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* Building relations with clients and 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
* 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, aiding clients to reach decisions on managers and or providers
* Supporting on projects, including master trust / GPP reviews and selection exercises
* Drafting advice to a standard that you are happy to sign off
* Working within a team environment, providing leadership and guidance to other team members
What skills, qualifications and experience will you bring?
* Qualified or making good progress towards FIA, FFA or CFA
* Demonstrable experience of working within the UK DC pension scheme advisory sector in a consultancy environment
What’s in it for you?
Take a look at our 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:
* Hybrid working (varies by role and department)
* 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
* Cycle to work scheme
* Digital GP services
* 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 wealth:
* Discretionary bonus scheme
* Season ticket loans
For others:
* Volunteering opportunities
For the environment:
* Electric vehicle salary sacrifice scheme (qualifying period applies)
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