Retirement Investment Specialist

Following the introduction of the pension freedoms regulations under former chancellor George Osborne, the market for managed retirement solutions has been growing rapidly.

27 January 2021


FE Investments is one of the fastest growing investment businesses in the UK. Part of FE fundinfo, we use our data and technology advantage to offer a wide range of discretionary model portfolio services to UK IFAs. Our focus is on developing investment products that engage investors and solve the problems that they came to their adviser for, leading to better outcomes for investors and enabling better service from our clients. Our award-winning team currently manages £3.5bn in assets.

 

Following the introduction of the pension freedoms regulations under former chancellor George Osborne, the market for managed retirement solutions has been growing rapidly. We believe this market to be woefully underserved and misunderstood and has set about to remedy the situation, by combining our proprietary retirement planning tools with purpose-built investment portfolios to offer a complete solution.

 

To help deliver this solution we’re looking for someone who has extensive knowledge of retirement planning and drawdown who also shares our desire to help IFAs reimagine what’s possible to deliver better client outcomes. The role will be focused on improving and evangelising our approach to retirement solutions. While we’re happy to have someone who knows the market tell us what needs to be done, there are a few key elements that we think will be essential:

 

  • Detailed knowledge of retirement and drawdown planning/investing
  • Excellent communicator, able to explain detailed and complex topics through guides, white papers and presentations, either to individual advisers or in front of a crowd.
  • Enthusiastic and driven, willing to lead our charge to become a leader in the marketplace
  • Ability to work with our proposition and investment teams to drive innovation and develop class leading products.

 

If you like the idea of working to solve some of the biggest challenges in retirement planning in a successful and dynamic investment business, with a range of tools and capability not easily matched anywhere in the industry we’re keen to hear from you.

Next Steps

If you are interested in applying please send an email with the company’s formal application form and an up to date CV ensuring that you put Retirement Investment Specialist in the Subject Title to UK.Jobs@fefundinfo.com 

Please note the deadline for applications is Friday 12th February 2021 – applications received after this date will not be processed.