Our client is a leading firm of Financial Advisers with a national presence. As a direct result of the tremendous growth the business has experienced over the last 18months they are now in a position where they are looking to agressively expand their team of Consultants.
Responsibilities
- Provide independent advice to corporates and trustee boards, including: scheme design; governance; member engagement; investment framework and provider selection
- Provide clients with information on new services which may be relevant in addition to existing
- Assist with new business where necessary
- Continuously developing good provider relationship
- Deliver agreed services within agreed timescales
- Keeping up to date with the pensions market and changes that may occur
- Developing good client relationships and regularly updating them with any vital changes via phone or email
- Supporting negotiations with product suppliers to ensure terms for clients are competitive
- Assist in development of the support team
Experience/Qualifications
- Must have experience of giving DC pensions advice to corporates and trustee boards
- Fully or nearly qualified to CII Diploma or PMI (Pensions Management Institute)
