Pension Advisory Consultant
3 weeks ago
Role Overview:
As a Defined Contribution Consultant, you will play a pivotal role in fostering strong relationships with clients, ensuring their requirements are recognized and addressed effectively. Your expertise will drive the client relationship forward, enhancing their experience and satisfaction.
Key Responsibilities:
- Establishing and nurturing client relationships, ensuring their needs are prioritized and fulfilled.
- Keeping abreast of current market practices, regulatory frameworks, and governance standards related to Defined Contribution schemes.
- Conducting and analyzing investment strategy modeling to determine optimal investment approaches tailored to the specific demographics of the client's membership.
- Identifying appropriate investment structures that align with individual client circumstances and preferences.
- Facilitating the selection process for investment managers and DC providers, assisting clients in making informed decisions.
- Contributing to various projects, including master trust and Group Personal Pension reviews and selection processes.
- Preparing advisory documents that meet professional standards for review and approval.
- Collaborating within a team environment, offering leadership and mentorship to fellow team members.
Qualifications and Skills:
- Qualified or progressing towards FIA, FFA, or CFA certification.
- Proven experience in the UK Defined Contribution pension advisory sector within a consultancy framework.
- Exceptional communication abilities.
- Strong commercial acumen.
Benefits:
Joining Lane Clark & Peacock means becoming part of a multi-award-winning organization that values collaboration and personal development. We offer a comprehensive benefits package aimed at enhancing your overall well-being, enabling you to thrive both professionally and personally. Our core benefits include:
- Flexible hybrid working arrangements.
- 26 days of annual leave, plus bank holidays, with options for flexible holiday management.
- Private health insurance.
- Discounted gym memberships and additional health-related benefits.
- Cycle to work program and digital health services.
- Access to various internal networks focused on well-being and diversity.
Family and Financial Support:
- Life insurance and income protection plans.
- Enhanced parental leave policies.
- Competitive pension scheme and discretionary bonuses.
Community Engagement:
- Opportunities for volunteering and community involvement.
Environmental Initiatives:
- Electric vehicle salary sacrifice scheme available after a qualifying period.
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