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DC Investment Consultant

Date: Aug 5, 2019

Location: Leeds, United Kingdom

Company: KPMG UK

The Role

Our North DC team (Leeds/Manchester) sits within KPMG’s broader Pensions practice and has grown significantly over the last couple of years and is a key growth area for the business over the next few years. We are looking to strengthen the team with the addition of another DC pension/investment consultant with a real appetite to develop a career in Pensions and passion for delivering client services in this area.


The responsibilities of this role are wide ranging and varied. The attributes and experience we are seeking will mean that the successful applicant should be able to do the following:

- Offer support to DC team in delivering projects within the required timescales
- Deal with queries from providers and clients over the telephone and email in a timely manner applying judgement as to when issues need to be escalated
- Develop relationships both within the internal market and deliver projects in the required timescales
- Demonstrate ability to understand and develop market knowledge around trends, developments and product innovation taking place in the market
- Produce draft member communication materials working in conjunction with senior colleagues, clients, providers and other third parties
- Pro-active updating of the internal risk and compliance systems and files
- Support pension provider reviews, analyse tender responses and draft high quality summaries and reports, to include - PowerPoint presentations where appropriate
- Draft quarterly investment performance monitoring reports
- Involvement in DC investment manager research of fund manager products and provider default strategies
- Drafting of DC investment reports on fund selection, default reviews and other DC investment client reports.

The Person

Qualifications and Skills:

As a general rule, you’ll be expected to meet the following requirements:

- It is essential the successful applicant be a quick learner and have a pro-active approach to work and client relationships.
- Highly driven and focused
- Work cooperatively and can build positive, constructive business relationships.
- Be self -motivated and organises own workload to ensure effective delivery of engagements/project
- Take accountability for delivering high quality, accurate work
- Organised and self-motivated with a desire to work with colleagues from different parts of KPMG.
- Self-confident person with an understanding of the need to present, debate and listen to both clients and colleagues
- Candidates will need to have a strong desire to start working towards relevant pensions qualifications

Experience and Background:

- Be able to demonstrate an ability to create an impact with clients and colleagues
- Excellent communication and analytical skills
- Be able to demonstrate an ability to learn new skills, organise own work, manage a number of on-going tasks successfully

We recognise that as individuals, we each have particular needs and that one size doesn’t fit all, when it comes to how, when and where you work. That’s why we’re proud to offer our colleagues agile working options. We believe in putting you at the centre of your career – KPMG will offer the training, development and stimulating work environment to help you get to where your career ambitions are. That’s why we introduced ‘Our Deal’ – it’s our way of saying ‘thank you’ for bringing your best to work. As part of ‘Our Deal’, you’ll benefit from a range of rewards from secondment opportunities and preferential banking services to a day off on your birthday and have open, honest conversations about your career development.

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