Overview
Join to apply for the DC Investment Consultant role at Isio. We’re growing and want you to be a part of our journey. Within our Employee Benefits business, our dedicated Defined Contribution investment specialism offers full investment consulting services to trustees, sponsors and governance committees of DC pension schemes. Our DC Investment team has grown significantly and is a key growth area for Isio due to increasing demand for quality investment advice in the DC market. We are looking for individuals with excellent investment consulting skills, strong DC pensions technical skills and market knowledge, a commercial outlook and an entrepreneurial mindset. The role primarily delivers quality investment advice to our DC clients, with opportunities to be involved in business development, provider and fund manager research and internal functions to suit strengths and experience.
Role and Responsibilities:
* Lead DC investment consulting role on a portfolio of DC clients and support Partner/Director advising large Own Trust and Master Trusts.
* Contribute to strategic thinking for large and complex DC clients to ensure strategies stay fit for purpose.
* Design and implement innovative DC investment strategies for the modern world.
* Attend client meetings and deliver advice on a range of topics.
* Contribute to new business activities including opportunities, tender submissions and pitches.
* Contribute to thought leadership on default strategy design and evolution.
* Research DC provider default strategies and individual DC funds for bespoke solutions.
* Support wider DC team advising clients changing providers or DC vehicles.
* Draft or review reports and manage work undertaken by team members.
* Internal management functions including development of junior team members (coaching and performance management).
Experience and Competencies Required:
* Applicants are expected to be FIA/FFA or CFA/CISI qualified (or equivalent).
* Growth mindset; strong analytical skills.
* Extensive previous investment consulting experience (ideally DC related).
* Ability to take on a high level of responsibility and work effectively in a team, including delegation.
* Willingness to manage clients and build strong relationships.
Demonstrated Commitment to our Core Purpose
* Power in Partnership: Work in partnership with clients and colleagues to build open and trusted relationships and deliver the best for clients.
* Future Focus: Push the industry forward by solving problems in better ways for clients and society.
* Strength in Difference: Value diverse perspectives to find better solutions.
* People First: Pensions is a people business; people’s lives are affected through our advice.
What we offer you
Isio is a people business and we’re committed to helping colleagues gain a wide variety of experience, development opportunities and progression. The variety of work will enable that progression.
You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.
About Isio
Isio was born in 2020 from the sale of KPMG UK’s Pension Practice. We provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. We are committed to fostering an inclusive, equitable and diverse workplace and uphold values of respect, fairness, and inclusion.
We have offices across the UK and offer a hybrid, flexible approach to work. Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Finance and Sales
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