Investment Specialist - major Financial Services company

Cardiff (Caerdydd)
13 Apr 2018
20 Apr 2018
Contract Type
Full Time
Due to a department relocation and organic growth my client, a major UK financial services company, currently seek an investment specialist to join their growing team in Cardiff.

The role will involve owning and managing complex investment transactions within the management / transfer of Workplace DC pension schemes. The role is quite diverse and you will be expected to maintain and develop working relationships with key internal and external clients and analyse feedback from clients in order identify failings and propose solutions. You will also take full responsibility for the transaction process ensuring that all regulatory and AML guidelines are adhered to in order to avoid reputational damage. A major part of the role will involve developing a sound knowledge of fund mapping and pricing across different products and using investment switching, blended funds and lifestyle profiles to reduce profit and loss actions. You will also be involved with data analysis and project management

Applicants must have prior knowledge of the investment sector, ideally within a pension environment and experience of bulk and individual investment requests. You will posses strong data analysis / manipulating skills along with the ability to generate communication data to employers and individual members.

This is a great opportunity to join a developing department within a highly regarded financial services company offering outstanding career prospects

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