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DC Investment Consultant (Leeds, UK)

DC Investment Consultant (Leeds, UK)

Requisition ID 
2433728
Job Locations 
GB-Leeds
Job Family 
Retirement and Financial Management

Responsibilities

DC Investment Consultant

(Leeds, UK)

Aon is currently recruiting a DC Investment Consultant to join our growing team in Leeds. You will be primarily responsible for providing support to Client Managers in all aspects of DC Investment consultancy, but also be expected to lead on smaller clients.

Your impact as a DC Investment Consultant

  • Actively participate in developing advice to clients by helping the lead consultant generate ideas on the future direction of larger clients. Lead on smaller clients.
  • Work off own initiative on client specific projects.
  • Coordination of all client work and timely delivery.
  • Possess sufficient technical DC investment knowledge and experience to be able to proactively assist with/provide routine advice to clients and begin to contribute to the formulation of bespoke advice.
  • Efficiently manage deadlines and be in a position to work independently with little guidance for routine matters.
  • Possess a good understanding of clients’ needs to be able to manage clients for routine investment advice and day to day contact.
  • Manage routine client projects, with modest oversight from a more experienced consultant on larger clients.
  • Serve as day-to-day contact on clients.
  • Prepare meeting materials and participate in meetings.
  • Ensure quality by reviewing work and applying technical expertise.

You bring knowledge & expertise

  • Educated to degree level or equivalent
  • Professional qualification (mainly CFA or FIA) preferred or equivalent
  • Good experience of the financial services' industry.
  • Good understanding of applicable regulatory and legislative rules.
  • Understanding of the DC market, including products, legislation and regulation
  • Understanding of the benefits of investment platform arrangements for DC schemes
  • Understanding of the features of different asset classes and their suitability for DC schemes and scheme members
  • Understanding of the issues involved when transitioning investments between different pooled funds
  • Good knowledge of active and passive management and the different styles of active managers.
  • Good understanding of performance measurement techniques.
  • Excellent communication skills, both verbal and written.
  • Strong interpersonal skills with the ability to build and maintain working relationships with both internal and external clients.
  • Anticipates potential problems and is proactive and creative in identifying solutions.
  • Excellent communication skills, both verbal and written.

 

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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