Job description

  • Location:
  • Employee Type:
    Fixed Term Contract
  • Department:
    Financial Planning
  • Division:
  • Employment Type:
    Full time
  • Salary:

Defined Benefit Specialist (6 month FTC) (3984)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Advice Defined Benefit Specialist

Location: Agnostic

Do you work in Governance?  Do you have experience in defined benefit advice case reviews?  Do you lead on pre and post advice reviews?  If this sounds like you, please read on to learn more about the role!

You will be responsible for taking ownership of the Advice Assurance team by providing technical, operational and administrative support.  

Day to day you will be:

  • Assisting the function by performing pre-advice case reviews of new business and other advice points.
  • Providing verbal and written feedback to Planners on a case by case basis.
  • Providing technical and regulatory guidance to the Planners to ensure best client outcomes.
  • Conducting reviews of ongoing advice provided by Planners;
  • Assist in the preparation of literature and upkeep of standard advice suitability reports;
  • Undertaking and supporting project work;
  • Liaising with providers on technical matters and drafting briefing notes;
  • Producing and maintaining management data for various committees;
  • Undertaking other tasks for the efficient running of the department.

We need someone in this role who has proven experience in working with defined benefit advice case reviews. 

If you are still reading and this role sounds like your experience, please apply!  We would love to hear from you.

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3 Hardman Street, Spinningfields, Manchester, United Kingdom, M3 3HF

Meet the recruiter

Keeley Fitzsimmons

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance