Work as part of a team managing and advising a portfolio of corporate and trustee clients

Overview

Key duties (including, but not limited to):

  • Develops excellent relationships with client portfolio and understand their needs and objectives
  • Ensures regular contact with all clients within the portfolio
  • Makes a significant personal contribution to the development of the team’s consulting capability, collateral and people
  • Produces advice to checking/peer review level on strategic/major issues that could result in substantial business risk
  • Responsible for delivery of low-medium value and risk client advice and projects

Qualifications required:

  • Technical pension qualification (PMI) is desirable but not essential

Experience required

  • Previous industry specific experience, particularly pensions
  • Knowledge of benefits legislation
  • High level of English language skills
  • Proficient in all relevant IT packages including Word, Excel and PowerPoint
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  • Job Type: Experienced
  • Fields of Work: Consultancy
  • Experience Level: Senior Qualified
  • Job Reference: 28668
  • Location: Remote
  • Contract Type: Permanent
  • Employment Type: Full Time
  • Date Posted: 15 May 2025
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