DC Investment - Senior Consultant
DC Investment - Senior Consultant
Within our Reward & Benefits business, our dedicated Defined Contribution investment specialism offers full investment consulting services to trustees, sponsors and governance committees of DC pension schemes. Our DC Investment team has grown significantly over the last few years and is a key growth area for Isio over the next few years due to the increasing demand for quality investment advice in the DC market.
We are looking for individuals with excellent investment consulting skills, strong DC pensions technical skills and market knowledge, a commercial outlook and an entrepreneurial mindset.
The role is likely to be split 50/50 between a traditional DC investment consulting role and then a combination of business development, provider and fund manager research and internal functions to suit candidates strengths and previous experience.
Role and Responsibilities:
- Lead DC investment consulting role on a wide range of DC clients including Master Trusts, clients investing in Master Trusts, own Trusts and GPPs
- Driving forward the strategic thinking for large and complex DC clients
- Responsible for designing and implementing innovative DC investment strategies for the modern world
- Being responsible for producing high quality deliverables that address key client issues, often on multiple concurrent projects
- Attending client meeting and lead delivery of advice
- Leading and supporting new business activities including oversight of tender submissions and pitches
- Prospecting new clients and maintaining a strong internal and external network
- Driving the thought leadership and strategic direction of our advice to clients and the overall direction of our DC investment business
- Leading the research of DC provider default strategies as well as individual DC funds for bespoke solutions
- Supporting the wider DC team in advising clients looking to change providers or DC vehicle
- Contributing and taking responsibility for the development of junior colleagues and sharing your knowledge across the wider team
- Regularly monitoring all aspects of risk and compliance.
Experience and Competencies Required:
- Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent)
- Extensive previous relevant DC investment experience and excellent understanding of the wider DC market
- Strong technical pensions and investment knowledge
- Proactive and commercial approach
- Excellent client relationship management and communication skills
- A proven track record in consulting with clients
- Ability to consistently manage multiple workstreams and prioritise tasks accordingly to deliver high quality client deliverables
- Consistently able to work at a high level of intensity whilst maintaining a professional and positive approach
- Ability to lead and coach teams and work closely with colleagues in multi-disciplinary client service teams to deliver projects effectively
- Ability to contribute and take responsibility for the development of junior colleagues
- Appetite to drive forward innovative thinking on strategic development
Demonstrated Commitment to our Core Purpose:
Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
On top, we also offer:
- A competitive remuneration package, including a bonus scheme.
- A defined contribution pension scheme.
- Life insurance.
- Healthcare benefits.
- Income protection benefits.
- 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
- Corporate Social Responsibility (CSR) allowance
- Flexible working opportunities.
- A flexible benefits package.
- Internal development programmes including (technical and non-technical) training support and mentor programmes.
- Where required study support including study days, materials and exam entry support.
What’s next?
Click on the ‘apply’ and follow the simple application process on-line.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
- Department
- Reward & Benefits
- Role
- DC Investment Consultant
- Locations
- Any Regional Office
- Employment type
- Full-time
DC Investment - Senior Consultant
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