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- Tasks: Lead and manage complex Pension Risk-Transfer projects for diverse clients.
- Company: Join a prestigious EBC with a successful Bulk Annuity team and strong market presence.
- Benefits: Enjoy hybrid working, competitive remuneration, and a clear path to partnership.
- Why this job: Be part of an innovative team making impactful financial solutions in a dynamic environment.
- Qualifications: FIA/CFA preferred; extensive experience in Pension Risk-Transfer required.
- Other info: Opportunity for autonomy and influence within a supportive organisation.
The predicted salary is between 72000 - 108000 £ per year.
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
Commercial Bulk Annuity Partner employer: BWD Search & Selection
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 actively within the pension and insurance sectors. Attend industry events, webinars, and conferences to meet potential clients and colleagues who can provide insights or referrals for the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in Pension Risk-Transfer. Being knowledgeable about current market conditions will help you engage in meaningful conversations with stakeholders and demonstrate your expertise.
✨Tip Number 3
Consider reaching out to current employees at the company through LinkedIn. Ask them about their experiences and any tips they might have for standing out in the application process.
✨Tip Number 4
Prepare to discuss specific examples of successful transactions you've led in the past. Highlight your commercial acumen and how you've developed client relationships to showcase your fit for the role.
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 your extensive Pension Risk-Transfer experience and any relevant qualifications like FIA or CFA. Emphasise your leadership in transactions and your commercial acumen.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities of leading PRT projects and developing client relationships.
Showcase Your Networking Skills: Mention specific examples of how you've successfully built relationships in the past. This could include new business opportunities you've created or marketing initiatives you've led.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at BWD Search & Selection
✨Showcase Your Pension Risk-Transfer Expertise
Make sure to highlight your extensive experience in Pension Risk-Transfer during the interview. Be prepared to discuss specific transactions you've led, especially those over £3bn, and how you developed bespoke solutions for clients.
✨Demonstrate Strong Networking Skills
Since this role involves forming new client relationships, it's crucial to showcase your networking abilities. Share examples of how you've successfully built and maintained professional relationships in the past, particularly with trustees and sponsors.
✨Prepare for Technical Questions
Expect technical questions related to the pension industry, including regulatory frameworks and market trends. Brush up on your knowledge of capital-backed journey plans and superfund transfers to demonstrate your analytical skills.
✨Discuss Your Commercial Acumen
Be ready to talk about your commercial acumen and how it has contributed to your success in previous roles. Provide examples of marketing initiatives or sales strategies you've implemented that led to new business opportunities.
