Workplace Savings Consultant providing pension consulting services in hybrid model for clients in UK. Engaging with clients on Darwin software for pensions and workplace savings support.
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
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
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