Hybrid Workplace Savings Consultant, DC Pensions

Posted 2 weeks ago

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About the role

  • 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
  • Know your retention and growth targets for the year as well as your pipeline and have an evolving plan as to how you will achieve your goals
  • Support with the development of Associate Workplace Saving Consultants

Requirements

  • 2+ years relevant experience in client facing DC pension consulting role
  • CII or equivalent level 4 qualification or working towards
  • Exceptional communication skills
  • Exceptional interpersonal skills
  • Exceptional organisational skills
  • Exceptional time-management skills
  • Have a commercially focused mind-set
  • Being flexible to meet the needs of the team

Benefits

  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Variety of career opportunities
  • Benefits and rewards to enhance your well-being

Job title

Workplace Savings Consultant, DC Pensions

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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