Senior Workplace Savings Consultant providing DC pension consulting services for clients in a hybrid role. Focused on delivering pension consultancy services and client retention goals for the Workplace Saving team.
Responsibilities
Provide clients with pension consulting services in line with the client’s service schedule
Support clients with Automatic Enrolment and the use of the AE module on Darwin
Provide pension consultancy services, including scoping and managing Darwin related projects
Meet your client retention target, ensuring clients remain profitable and create efficiencies
Cross-selling/product mix
Deliver the whole firm to the client
Identify opportunities where you or your colleagues from the wider team or business could assist the client meet their goals
Support with the development of Associate Workplace Saving Consultants
Requirements
Solid relevant experience in client facing DC pension consulting role
CII or equivalent level 4 qualification or working towards
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