Job Description
Overview
Key Duties (Including but not limited to):
Building relations with clients, ensuring their needs are identified and met, driving forward the client relationship where appropriateMaintaining up-to-date knowledge of market practice, legislation and DC governance requirementsIdentifying suitable investment strategies in the context of the client’s specific membershipIdentifying suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferencesQualifications required:
Qualified or making good progress towards FIA, FFA, CFA or PMIExperience required:
Demonstrable experience of working within the UK DC pension scheme advisory sector in a consultancy environmentExcellent communication skillsA commercial awareness
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