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    • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.
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    • Maintaining strong financial controls and accurate accounting records.
    • Producing monthly management accounts and performance reports.
    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Provide high-quality, client-focused advice aligned with individual needs and…
    • You'll gain valuable exposure to investment management, client relationship support, portfolio administration, and wealth management operations while working…
    • In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients…
    • Prepare high-quality, compliant draft suitability reports for adviser approval.
    • Familiarity with whole-of-market financial products and providers.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Experience in a finance, commercial or analytical role, with a strong understanding of financial management and the impact of accurate financial controls on…
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Business area Pensions Actuarial and Pension Risk Transfer.
    • Working with a variety of clients, some trustee and some corporate, for a range of scheme types and…
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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Mortgage Adviser in the Bramley Area.
    • Manage a strong flow of incoming mortgage enquiries and convert leads into successful business.
    • Handle more complex cases, including Buy-to-Let and Limited…
    • A minimum of five years’ experience working for an employee benefits consultancy, financial planning firm or pension consultancy.

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Job Post Details

Pwc UK logo
DC Pensions Senior Associate
Pwc UK
·
3.9
Reading RG1
•
Hybrid work
Full-time
Apply on company site

Job details

Pay information not provided
Company pension
Full-time
Hybrid work in Reading RG1

Full job description

About this role

PwC continues to invest and grow our People & Organisation business across the UK. This is an exciting opportunity to join our rapidly growing pensions team as a Defined Contribution Pensions and Employee Benefits (DC&B) specialist, working closely with our DB pension consulting and Reward & Employment teams.

Our DC&B team sits within our People and Organisation (P&O) network, as part of our wider Tax and Legal practice. P&O is built up of specialist teams who provide advice and support to manage organisational and people challenges, delivering tailored solutions to each of our clients.

What your days will look like

  • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.

  • You’ll support high-profile organisations, entrepreneurs and family businesses to develop and implement pension and benefits strategies for their people.

  • You’ll design effective retirement savings plans, improve employee wellbeing, and increase engagement and education around benefits and pensions.

  • As a Senior Associate, you’ll solve technical challenges, shape pension offerings, influence propositions, contribute ideas and support business growth.

This role is for you If

  • Share specialist knowledge and ideas to help the team deliver best-in-class client service.

  • Support defined contribution pensions and wider employee benefits projects for a varied client base.

  • Manage client activity, reports, communications, provider terms and regular client contact across portfolios.

  • Delegate work to Senior Associates and Associates, providing information, training, support and development.

  • Contribute to business growth by shaping propositions, initiatives, provider relationships and internal networks.

  • Support risk management for new projects, working with Client Administrators to maintain compliance.

What you'll receive from us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

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