DC Investment Consultant (Edinburgh, Leeds or London) DC Investment Consultant (Edinburgh, Leeds or  …

in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 20
in London, United Kingdom
Permanent, Full time
Last application, 30 Nov 20
DC Investment Consultant (Edinburgh, Leeds or London)

Aon is currently recruiting a DC Investment Consultant to join our growing team in the UK. You will be primarily responsible for adding value to Aon’s relationship with clients through day-to-day management, development and retention of a portfolio of clients.

The UK pensions landscape is evolving at a rapid pace. Economic challenges, legislative change, an ageing population and asset volatility pose a wide variety of risks and challenges to pension schemes. Trustees and scheme sponsors are faced with a range of decisions on difficult topics from managing risk to improving member engagement, setting an investment strategy to managing DC plans.

Aon Retirement Solutions’ market-leading capabilities and award-winning expertise make us the perfect partner to help clients through their pension challenges. We can provide integrated and comprehensive solutions across actuarial, plan administration, investment and insurance disciplines, enabling us to serve our clients' unique needs every step of the way.

The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and proper at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.

Your impact as a DC Investment Consultant:

  • Understanding and focus on good member outcomes and working with clients
  • Using your strong technical investment knowledge and experience to proactively support lead consultants in providing high quality bespoke advice.
  • Supporting relationships with clients with over £1bn DC assets, with accountability for developing those relationships, for example through introducing additional services
  • Manage routine client projects (e.g. provider review exercises, investment strategy reviews and asset transitions), with minimal oversight from a more experienced consultant.
  • Serve as day-to-day contact on majority of clients.
  • Management of client work and timely delivery to the client and/or lead consultant.
  • Prepare meeting materials and strong participation in meetings.
  • Contribute to the success of the DC team through helping to drive business performance.
  • The DC team is represented in several offices around the UK, and it is expected that your role would involve working with teams and advising clients across all of them. 

You bring knowledge and expertise:

  • Self-motivating and ambitious.
  • Previous investment and preferably DC consulting experience.
  • FCA approved status.
  • Able to encourage and develop other colleagues, and work well within diverse teams.
  • A willingness to learn and understand DC pension vehicles, applicable regulatory and legislative rules, main asset classes and investment theory.
  • Excellent communication skills, both verbal and written.
  • Consistently acts with the highest integrity and professional standards.
  • Experience advising clients on some or all:
  • DC investment strategy
  • DC products and investment platforms
  • Asset transitions
  • Fund manager recommendations
  • Ongoing monitoring
  • DC scheme governance
  • Compliance with regulatory requirements and changes in legislation
  • The range of skills required are quite diverse and we will consider candidates that are stronger in specific areas although the individual needs a sound understanding of investment issues.

Our Colleague Experience

Every day, our colleagues make a difference, work with the best, own their potential, and value one another. Together, we share this one purpose: to empower economic and human possibility around the world. This unifying goal is at the heart of our identity, and it lives in everything we do. To learn more about our colleague experience, visit Aon Colleague Experience.

About Aon 

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

We offer you

A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organisation. Aon is an equal opportunities employer.  Aon's recruitment and selection policy ensures the best possible skill mix of colleagues and the highest quality candidates are appointed using objective job-related criteria

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