Our client is seeking a talented part-qualified investment specialist (FIA/CFA/APMI) to present clear, practical solutions to client problems using a range of consulting methods and software.
In this key role, you will conduct selection exercises, leading clients to reach decisions on investment managers and/or a change in pension provider.
In addition, you will understand the basis of asset transfers of assets between investment managers and to liaise with managers during the transfer.
Experience in a UK DC pension industry essential, as is good Excel and PowerPoint skills.
Exceptional pensions cross-overs will be considered.
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