At a Glance
- Tasks: Provide tailored investment advice and manage client relationships with confidence.
- Company: Join a high-performing consultancy team in a dynamic environment.
- Benefits: Permanent position with competitive salary and opportunities for professional growth.
- Other info: Opportunity to coach colleagues and contribute to new business activities.
- Why this job: Make a real impact in the pensions industry while developing your consulting skills.
- Qualifications: FFA/FIA or CFA qualified, with experience in the pensions sector.
The predicted salary is between 60000 - 80000 € per year.
They’re delighted to welcome applications for a Senior DC Investment Consultant to join this high performing team.
Location: Birmingham/Edinburgh/Glasgow/London
Category: Consultancy
Type: Permanent
Key Duties (Including but not limited to):
- Providing high-quality, tailored investment advice to trustee and corporate clients, drawing on strategic insight and innovative thinking.
- Managing a portfolio of clients, nurturing relationships and ensuring their needs are met with clarity and confidence.
- A track record of providing investment advice to corporate and/or trustee clients.
- Supporting the development of their consulting capability by coaching and mentoring colleagues.
- Playing an active role in new business activity; contributing ideas, developing tenders, preparing pitches and presenting as part of the team.
Likely to be FFA/FIA or CFA qualified, or otherwise appropriately authorised to provide investment advice.
Experience working within the pensions industry.
Knowledge of the DC market – covering areas such as auto enrolment, Chair’s Statements, disclosure requirements, Statements of Investment Principles and private market investments.
Experience of advising on AVC arrangements (advantageous).
Confidence using Microsoft Word, Excel and PowerPoint.
Senior DC Investment Consultant – 29785 in Glasgow employer: The Emerald Group
As a Senior DC Investment Consultant with us, you'll thrive in a dynamic and supportive environment that prioritises professional growth and innovation. Our commitment to employee development is reflected in our coaching culture, while our collaborative work atmosphere fosters strong relationships with clients and colleagues alike. With offices in vibrant cities like Birmingham, Edinburgh, Glasgow, and London, you’ll enjoy the unique advantages of working in diverse locations that offer both personal and professional enrichment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior DC Investment Consultant – 29785 in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the pensions industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior DC Investment Consultant role.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of the DC market. Be ready to discuss auto enrolment, Chair’s Statements, and all that jazz. Show them you’re not just a candidate, but a knowledgeable consultant who can add real value.
✨Tip Number 3
Don’t underestimate the power of a great pitch! When you get the chance to present, make it engaging and tailored to the client’s needs. Use your strategic insight to showcase how you can provide high-quality investment advice.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior DC Investment Consultant – 29785 in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Senior DC Investment Consultant role. Highlight your track record in providing investment advice and any relevant qualifications like FFA/FIA or CFA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for the pensions industry and how your strategic insight can benefit our clients. Don’t forget to mention your experience with DC markets!
Showcase Your Client Management Skills:In your application, emphasise your ability to nurture client relationships. We want to see examples of how you've managed portfolios and met client needs with clarity and confidence.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at The Emerald Group
✨Know Your Stuff
Make sure you brush up on your knowledge of the DC market, especially areas like auto enrolment and Chair’s Statements. Being able to discuss these topics confidently will show that you're not just familiar with the basics but also have a deep understanding of the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've provided tailored investment advice to clients. Highlight how you managed relationships and met their needs, as this will demonstrate your ability to nurture client connections effectively.
✨Be Ready to Coach
Since mentoring colleagues is part of the role, think about how you can share your expertise. Prepare to discuss any previous experiences where you've coached or supported others, as this will illustrate your leadership skills and commitment to team development.
✨Practice Your Pitch
As you'll be involved in new business activities, practice presenting your ideas clearly and persuasively. Consider preparing a mock pitch for a hypothetical client scenario, as this will help you feel more confident during the actual interview.
