Associate Consultant - London, United Kingdom - NDA

    NDA
    NDA London, United Kingdom

    1 week ago

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    Description

    Job Description

    We are working with an Finance Advisor company who are recruiting for an Associate Consultant with some experience/knowledge of how DC Pensions work.

    Permanent role - London based - Salary is £45K

    The role:

    You will be part of a specialist team who provide consultancy services to corporate clients, many of them in the Independent Schools sector. Initially this role will be involved only in non-regulated areas, but once fully qualified and authorised, this role will expand to other areas of regulated financial planning for corporate and individual clients.

    You will be part of the team providing guidance on pension scheme governance, scheme design, scheme renewal, member presentations and member options for specialist pensions, specifically the Teachers' Pension Scheme

    Providing information and guidance on workplace pensions and benefits

    Contribute towards the development and management of the business objectives

    Learn and keep up to date with changing legislation

    Establish and maintain strong relationships with both new and existing clients.

    Skills required:

    You must have a Diploma in Regulated Financial Planning

    Experience in a similar role working with private or corporate clients

    Service/sales orientated: with outstanding customer service skills, translates client needs into engagements

    Knowledge and understanding of how DC pensions work

    Current technical knowledge of the financial planning and employee benefit consultancy process through appropriate industry exams and CPD, including products, funds, pensions, markets, appropriate financial instruments, the required regulatory standards and their relevance to clients. Knowledge of recent key developments, industry/market changes and regulations.

    Strong IT literacy, in particular Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.

    Awareness of the regulatory requirements and restrictions

    Qualification:

    Diploma in Regulated Financial Planning

    Commitment to achieve QCF Level 6 (Advanced Diploma or Chartered Status)