Position Overview
Overview
Key Duties (Including but not limited to):
Providing high-quality, tailored investment advice to trustee and corporate clients, drawing on strategic insight and innovative thinkingManaging a portfolio of clients, nurturing relationships and ensuring their needs are met with clarity and confidenceA track record of providing investment advice to corporate and/or trustee clientsSupporting the development of their consulting capability by coaching and mentoring colleagues.Playing an active role in new business activity; contributing ideas, developing tenders, preparing pitches and presenting as part of the team.Qualifications required:
Likely to be FFA/FIA or CFA qualified, or otherwise appropriately authorised to provide investment adviceExperience required:
Experience working within the pensions industryKnowledge of the DC market – covering areas s...