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DC Investment Consultant

Posted 4 January by Oliver James associates Ended

I'm looking for a DC Investment Consultant to join my client'sInvestment Advisory practice who is based in either Leeds or Edinburgh.

You will have an enquiring mind and inquisitive nature; you will generate ideas on the future direction of larger clients and take the lead on smaller clients with increasing responsibility for larger clients and for providing support to client managers in all aspects of DC investment consultancy.

Acting as a main contact, you will have good technical DC investment knowledge and contribute to formulating bespoke advice as well as understanding clients' needs in order to manage clients for routine investment advice and day to day contact as well as managing client projects.

You will have:

  • Proven experience with a major consultancy, fund management or banking business
  • Client facing experience
  • Relevant qualifications e.g. FIA/CFA/IMC
  • Excellent knowledge of the DC market, including legislation, DC products and regulation

Full job specification available; do get in touch for further detail and additional context as this is a long standing client of mine.

Helen Kinloch
Managing Consultant | Pensions Actuarial & Investment Solutions

Required skills

  • dc defined contribution investment strategy projects consultant consultancy CFA FIA actuary scheme pension pensions yorkshire leeds clients

Reference: 34138285

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