Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead complex Pension Risk-Transfer projects and manage client relationships.
- Company: Join a prestigious EBC with a successful Bulk Annuity team.
- Benefits: Enjoy a competitive salary, bonuses, and extensive benefits with hybrid working options.
- Why this job: This role offers autonomy, influence, and a clear path to partnership in a dynamic environment.
- Qualifications: FIA/CFA preferred; extensive experience in Pension Risk-Transfer required.
- Other info: Work with diverse teams and clients on transactions ranging from £100m to over £4bn.
The predicted salary is between 90000 - 210000 £ per year.
Commercial Bulk Annuity Partner
Package: ~£150,000 +bonus and extensive benefits
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 >£4bn in size, as well as those under £100m, 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 efficacies 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 strategically within the pension and insurance sectors. Attend industry events, webinars, and conferences to connect with professionals who can provide insights or referrals for the Commercial Bulk Annuity Partner role.
✨Tip Number 2
Stay updated on the latest trends and regulations in Pension Risk-Transfer. This knowledge will not only help you in interviews but also demonstrate your commitment and expertise in the field.
✨Tip Number 3
Consider reaching out to current or former employees of the EBC to gain insights into their culture and expectations. This can give you a competitive edge during the interview process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully led transactions in the past. Highlight your commercial acumen and networking abilities to showcase your fit for this influential 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. Emphasize your leadership in transactions and your commercial acumen.
Craft a Compelling Cover Letter: In your cover letter, express your interest in the role and how your background aligns with the responsibilities outlined. Mention specific experiences where you've successfully led transactions or developed client relationships.
Showcase Your Networking Skills: Highlight your strong networking abilities in both your CV and cover letter. Provide examples of how you've formed new client relationships or brought in new business opportunities in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials to ensure there are no errors. A polished application reflects your attention to detail and professionalism, which is crucial for this senior role.
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 will demonstrate your capability to handle complex projects.
✨Demonstrate Commercial Acumen
During the interview, emphasize your understanding of the commercial aspects of the role. Discuss how you've successfully managed client relationships and developed marketing initiatives that have led to new business opportunities.
✨Network Like a Pro
Since strong networking abilities are crucial for this position, come prepared with examples of how you've built and maintained professional relationships in the past. This could include partnerships with trustees, sponsors, or other stakeholders.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and analytical thinking. Practice articulating how you would approach delivering bespoke solutions for clients facing complex transactions.
