3 Financial Services / Investment jobs in Gateshead

DC Pensions Consultant (R...

Salary not available. View on company website.

Pavilion, Newcastle upon Tyne

  • Full time
  • Permanent

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Posted 3 days ago, 15 Feb

Trainee Wealth Management...

Salary Not Specified

Devere Group, Newcastle upon Tyne

  • Full time
  • Graduate programme

Apply on company site

Posted 1 week ago, 11 Feb

Client Accountant - Funds...

Salary not available. View on company website.

IQ-EQ, Newcastle upon Tyne

  • Full time
  • Permanent

Apply on company site

Posted 2 weeks ago, 2 Feb

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DC Pensions Consultant (Regulated)

Salary not available. View on company website.

Pavilion, Newcastle upon Tyne

  • Remote working
  • Full time
  • Permanent

Posted 3 days ago, 15 Feb

Job ref: dc58d635276840fb8ebd4111f7ebd09a

Full Job Description

Our client who are a Top 5 Global Insurance Broker, are in search of an experienced pension consultant that specialises in consulting on Defined Contribution schemes. You will take ownership for the retention and development of a book of business. You will build client relationships, attend client meetings, provide expert advice to ensure client product and service needs are met, and stay up-to-date with current trends in the industry, monitor market developments and identify revenue generation opportunities for existing clients. Day to Day:

  • Create business development plans and identify appropriate business development strategies enabling the team to meet its overall business targets
  • Upon identification, report risks to the Operations Director and/or Compliance Director to ensure appropriate risk management activities are implemented
  • Ensure working practices are in adherence
  • Provide information and updates as requested for regular and ad hoc financial statements for regulatory, accounting and other purposes
  • Manage revenue recognition and client billing
  • Develop the content and messages for written client communications issued by the organisation, in conjunction with relevant parties

    Diploma in Regulated Financial Planning or Advanced Diploma in Regulated Financial Planning.
  • Experience as a Consultant, working with DC schemes in a regulated environment
  • Exposure to Corporate pensions
  • Facebook

Direct job link

www.jobs24.co.uk/job/dc-pensions-consultant-regulated-124632884
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