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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 that values autonomy and offers significant career growth.
- Qualifications: FIA/CFA preferred; extensive experience in Pension Risk-Transfer is essential.
- Other info: Opportunity to work with various teams and develop bespoke solutions for clients.
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
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 the company for informational interviews. They can provide insider knowledge about the company culture and expectations, which can be beneficial 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. Look for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
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 developing marketing initiatives and sales strategies, 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 and introducers, and think of ways you can leverage these connections for the benefit of the company.
✨Emphasise Your Analytical Skills
Given the analytical nature of the role, be ready to provide examples of how you've used data and analysis to drive decision-making in past projects. This will demonstrate your ability to handle the complexities of the transactions you'll be managing.
