Are you a qualified investment consultant (FIA/FFA/CFA) with a growth mindset, looking for an opportunity to provide innovative new solutions for clients?
Then this is a exceptional role within a leading consultancy where you will be continually supported to reach your career goals and encouraged to make the most of your existing skills while developing new ones.
With an entrepreneurial mindset, the successful candidate will possess excellent investment consulting skills, strong DC pensions technical skills and market knowledge.
In this key role, you will take the lead on DC investment consulting on a portfolio of DC clients as well as supporting the Partner/Director in advising large Own Trust and Master Trusts.
In addition, you will contribute to strategic thinking for large and complex DC clients, ensuring strategies continue to be fit for purpose.
Having an involvement in designing and implementing innovative DC investment strategies for the modern world, you will also research DC provider default strategies as well as individual DC funds for bespoke solutions.
A fantastic opportunity to make a difference to investment strategy through a client-facing role so get in touch now for more information.
Peter Sansom AIA, CMgr | Associate Director
M: +44 (0)7510 385604