In this role, you will be at the forefront of providing expert advice across a wide spectrum of schemes, with a particular focus on governance. While experience in investment and technical pension knowledge is advantageous, it is not a prerequisite for this position.
Responsibilities:
- Client Relationship Management: Build and nurture relationships with both trust-based and corporate clients, ensuring their needs are understood and met while driving client relationships forward.
- Project Leadership: Lead and support various projects, including master trust/GPP reviews, advising on pension arrangement buy-out and wind-up, and overseeing AVC reviews.
- Client Portfolio Management: Manage a portfolio of clients, providing ongoing governance support through regular meetings to enhance member outcomes. Investment
- Advisory Drafting: Prepare advice documents to a high standard for client sign-off.
- Research: Stay updated on master trust/GPP providers and their evolving propositions to support research outputs that inform client advice.
- Team Collaboration: Work within a team environment, providing leadership and guidance to junior team members. Requirements:
- Demonstrable experience in the UK pension scheme advisory sector within a consultancy environment. Ideally PMI qualified with years of post-qualification experience or equivalent qualifications such as FIA, FFA, or CFA. Excellent communication skills and commercial awareness.