Corporate DC Consultant Support
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Specialism: Pensions Consultants Salary Description: £competitive Location: Home Counties / Surrey | Contact Us |
Provide pro-active support to a team of consultants and an established Corporate DC portfolio. This is a senior appointment and the successful candidate will be expected to take an active role in developing the Group’s Corporate DC proposition and also in improving the profitability of the existing client base.
You will be involved in:
•Drafting tender documents and presentations.
•Conducting research, analysing and presenting the results using modelling tools as appropriate.
•Drawing up reports and drafting member communication.
•Project managing the installation of new DC schemes and salary sacrifice arrangements.
•Communicating with clients effectively at all levels, both orally and in writing, in order to maintain and further develop our excellent client relationships.
•Ensuring administrative and compliance processes are followed to required timescales.
•Some administrative tasks on a small number of DC schemes will be required
•Active participation as a team member, to achieve team targets and objectives.
To be considered you will :
Hold or be studying for CFP (formerly FPC) qualifications or equivalent.
Have previous experience in a similar role
Be proficient in Excel with advanced skills in the use of formulae and data interrogation.
Be proficient in PowerPoint, able to build presentations including graphics and animations.
Be proactive and flexible in your approach to work during high volume activity or project based tasks.
Have proven organisational and problem solving abilities.
Illustrate the potential to grow within the role.