DC Investment Consultant

Isio; Reading; Hybrid; GBP 80,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Isio is seeking a senior DC investment consultant to lead advisory for Defined Contribution clients, driving strategic, innovative DC investment strategies and client engagement. The role offers involvement in business development, research on providers and funds, and contributions to internal processes.

The successful candidate will possess FIA/FFA or CFA/CISI qualifications, strong DC expertise, and excellent communication skills.

Qualifications

• FIA/FFA or CFA/CISI qualification (or equivalent).
• Strong analytical skills and DC investment consulting experience.
• Excellent communication and client-management abilities.

Responsibilities

• Lead DC investment consulting for a portfolio of DC clients and support Partners/Directors.
• Contribute to strategic thinking for large DC clients and design innovative DC strategies.
• Involve in business development, tender submissions, and pitches.
• Draft or review reports and manage team work; coach junior members.
• Collaborate with the wider DC team on provider/default strategies and client changes.

Skills

FIA/CFA/CISI

Job description

Within our Employee Benefits business, our dedicated Defined Contribution investment specialism offers full investment consulting services to trustees, sponsors and governance committees of DC pension schemes. Our DC Investment team has grown significantly over the last few years and is a key growth area for Isio over the next few years due to the increasing demand for quality investment advice in the DC market.

We are looking for individuals with excellent investment consulting skills, strong DC pensions technical skills and market knowledge, a commercial outlook and an entrepreneurial mindset.

Whilst the role is primarily to deliver quality investment advice to our DC clients, there is also an opportunity to be involved in business development, provider and fund manager research and internal functions to suit candidates strengths and previous experience.

What does the role entail?

• Lead DC investment consulting role on a portfolio of DC clients as well as supporting Partner/Director advising large Own Trust and Master Trusts.
• Contribute to strategic thinking for large and complex DC clients so strategies continue to be fit for purpose.
• Involvement in designing and implementing innovative DC investment strategies for the modern world.
• Attending client meetings and delivering advice on a range of topics.
• Contributing to new business activities including creating opportunities and involvement with tender submissions and pitches.
• Contributing to thought leadership on new issues being considered for default strategy design and evolution.
• Involvement in researching DC provider default strategies as well as individual DC funds for bespoke solutions.
• Supporting wider DC team advising clients looking to change providers or DC vehicle.
• Taking responsibility for drafting or reviewing reports and managing the work undertaken by members of the team.
• Internal management functions including development of junior team members (including coaching and performance management).

What we're looking for:

• Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent).
• Growth mindset.
• Strong analytical skills.
• Extensive previous DC investment consulting experience.
• The ability to take on a high level of responsibility.
• Excellent communication skills.
• The ability to work effectively in a team including delegation.
• Willingness to manage clients and build strong relationships.

Why Join Isio

Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.

We hold ourselves to the highest standards andour values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.

Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.

About Isio

Isio is a progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.

Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.

Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us [e-mail].