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For Companies At a Glance
- Tasks: Lead and manage Pension Risk-Transfer projects, developing tailored solutions for clients.
- Company: Join a prestigious EBC with a successful Bulk Annuity team and a clear path to Partner.
- Benefits: Enjoy hybrid working options and the chance to influence major financial transactions.
- Why this job: Be part of a dynamic team, work on complex projects, and build valuable client relationships.
- Qualifications: FIA/CFA preferred; extensive Pension Risk-Transfer experience required.
- Other info: This role offers autonomy and the potential for significant career progression.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Commercial Bulk Annuity Partner
UK-wide hybrid working- Offices across London, Surrey, NW England, Midlands
A prestigious EBC are expanding their highly successful Bulk Annuity team with a leading Senior hire, providing a clear and obtainable path to Partner..
The established Pension Risk-Transfer team deals with transactions >£3bn in size, as well as those under £50m, providing innovative solutions to their clients- standard insurance transaction advice, capital-backed journey plans, superfund transfers.
This role is varied, and may appeal to those at insurers given the opportunity to directly work with trustees, sponsors, members, data teams, legal teams, investment teams, and the varied monetary size of transactions.
The role:
- Lead the delivery of PRT projects for clients, developing bespoke solutions and efficiencies for even the most complex of transactions
- Manage a portfolio of Clients and provider relationships
- Develop marketing initiatives and sales strategy
- Form new client/ introducer relationships, bringing on new business opportunities for the company
The individual:
- FIA/ CFA, Scheme Actuary cert optional
- Extensive Pension Risk-Transfer experience, gained at an insurer or consultancy
- Experience successfully leading transactions
- Commercial acumen and strong networking abilities
- A driven, innovative and analytical character
If you seek an autonomous and influential position within an organisation with the infrastructure and resources to further build on their success, the potential Partner opportunity within this EBC has that to offer.
For further details on the client, remuneration, progression, day-to-day, and process for this position, please apply below or get in touch directly:
Yasmin Andrews, Life & Pensions Actuarial Lead
E: yasmin.andrews@bwd-search.com
M: 07458161817
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Bulk Annuity Partner
✨Tip Number 1
Network with professionals in the Pension Risk-Transfer field. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in the pension sector. This knowledge will not only enhance your conversations but also demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar companies for informational interviews. They can provide insider knowledge about the company culture and expectations, which can be invaluable when preparing for your application.
✨Tip Number 4
Prepare to discuss specific examples of your past successes in leading transactions and developing client relationships. Being able to articulate your achievements clearly will set you apart from other candidates.
We think you need these skills to ace Commercial Bulk Annuity Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Pension Risk-Transfer and showcases your commercial acumen. Use specific examples of transactions you've led or been involved in to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also explains why you are interested in this specific role at the EBC. Mention how your skills align with their needs and your enthusiasm for the opportunity to work with clients and develop bespoke solutions.
Highlight Networking Skills: Since strong networking abilities are crucial for this role, include instances where you've successfully built relationships with clients or introduced new business opportunities. This will show your potential employer that you can thrive in a client-facing environment.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential for a senior position.
How to prepare for a job interview at BWD Search & Selection
✨Showcase Your Expertise
Make sure to highlight your extensive Pension Risk-Transfer experience. Be prepared to discuss specific transactions you've led and the innovative solutions you provided, as this role requires a deep understanding of complex projects.
✨Demonstrate Commercial Acumen
Since the position involves managing client relationships and developing marketing initiatives, be ready to share examples of how you've successfully identified and capitalised on new business opportunities in your previous roles.
✨Network Like a Pro
Strong networking abilities are crucial for this role. Prepare to discuss how you've built and maintained relationships with clients, trustees, and other stakeholders, as well as any strategies you've used to expand your professional network.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and analytical thinking. Think about complex transactions you've handled and how you approached them, as this will demonstrate your capability to deliver bespoke solutions.
