IFA (Pensions)

We are looking for a Group Pesonal Pension (GPP) professional to join our clients consulting team. If you’re the type of person who wants to join a team managing and advising a portfolio of corporate and trustee clients - this could be the role for you!

Job Description:

What will you deliver?

• Develop excellent relationships with client portfolio and understand their needs and objectives
• Makes a significant personal contribution to the development of the team’s consulting capability, collateral and people
• Able to effectively communicate complex and technical issues to clients and colleagues
• Identifies solutions and risks for clients based upon an expert understanding of their situation and relevant technical, regulatory and statutory requirements
• Maintains a client focus and concern for quality, which manifests itself in a high degree of client satisfaction and client/business retention

What are we looking for?

• Pensions experience in a client facing role this can include Scheme Events, GMP Equalisation, Buy In/Outs, Scheme Wind Up
• You will have covered some or all of, scheme secretarial work, DB pensions projects, Consulting or actuarial project work
• Excellent analytical and communication skills.

Key responsibilities

• Provides a complete and professional support service to the Consultants, including preparation of draft communications, advice and papers produced within CEB guidelines
• Assists with preparation of new client agreements and scopes of work to CEB standards
• Monitors time recording throughout the team ensuring correct protocols are observed.
• Manages the team invoicing process.
  
  

Essential

Experience, qualifications and key skills

• Excellent IT and organisational skills
• Ability to work flexibly and able to work under pressure
• Good communication skills
• Proactive
• Commercially aware
• Works positively with colleagues and is able to manage workflow

Desirable

• Good presentation skills (or ability to acquire such skills)
• Good IT skills (Microsoft Office)
• Part qualified PMI
• Project management experience and knowledge