Oliver James Associates

DC Investment Consultant

Location
West Yorkshire
Salary
£45000 - £60000 per annum + benefits + bonus
Posted
18 Sep 2017
Closes
18 Oct 2017
Ref
HKI1892017
Contact
Helen Kinloch
Contract Type
Permanent
Hours
Full Time

I'm looking for a DC Investment Consultant to join my client's successful team in Leeds.

You will have an enquiring mind and inquisitive nature; you will generate ideas on the future direction of larger clients and take the lead on smaller clients with increasing responsibility for larger clients.

Serving as a main contact on clients, you will have good technical DC investment knowledge and contribute to formulating bespoke advice as well as understanding clients' needs in order to manage clients for routine investment advice and day to day contact as well as managing client projects.

You will have:

  • Proven experience with a major consultancy, fund management or banking business
  • Client facing experience
  • Relevant qualifications e.g. FIA/CFA/IMC
  • Excellent knowledge of the DC market, including legislation, DC products and regulation

Full job specification available.

Helen Kinloch
Managing Consultant | Pensions Actuarial & Investment Solutions
Helen.Kinloch@ojassociates.com | 02038619173
www.linkedin.com/in/helenkinloch/