Consultant/Client Manager & Assistant

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Client:

BranWell Ford

Location:

Hampshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

776c59480f18

Job Views:

39

Posted:

10.04.2025

Expiry Date:

25.05.2025

Job Description:

Join this growing specialist DC division!

In this role, you will be at the forefront of providing expert advice across a wide spectrum of DC 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:

1. 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.
2. New Business Development: Participate in new business pitches for DC consultancy work to contribute to the growth of the division.
3. 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.
4. Client Portfolio Management: Manage a portfolio of clients, providing ongoing governance support through regular meetings to enhance member outcomes.
5. Investment Advice: Collaborate with investment colleagues to provide tailored investment advice to clients, including strategy modelling, investment structure identification, and manager/DC provider selection exercises.
6. Advisory Drafting: Prepare advice documents to a high standard for client sign-off.
7. DC Research: Stay updated on master trust/GPP providers and their evolving propositions to support research outputs that inform client advice.
8. Team Collaboration: Work within a team environment, providing leadership and guidance to junior team members.

Requirements:

Demonstrable experience in the UK DC pension scheme advisory sector within a consultancy environment.
Ideally PMI qualified with several years of post-qualification experience or equivalent qualifications such as FIA, FFA, or CFA.
Excellent communication skills and commercial awareness.

Benefits:

Aside from joining a multi-award-winning, collaborative, and people-first organisation, you will enjoy a comprehensive benefits package designed to promote your overall well-being, including:

• Hybrid working arrangements
• Generous annual leave and flexible holiday options
• Private medical insurance and discounted gym memberships
• Cycle to work scheme and digital GP services
• Access to internal networks promoting well-being
• Life assurance, income protection, and enhanced parental leave
• Competitive pension scheme, discretionary bonus, and high street discounts.

Don't miss out on this opportunity to grow your career in a supportive and dynamic environment!

Call Hayley Brockwell on 01279 859000 to apply to join this team of industry leaders.