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Investment Consultant

Date Posted
26th August 2014
Job Type
Salary dependant on level of experience

Job Description Apply: Investment Consultant

Our client is one of the UK's leading pensions, investment and benefit consultancies. The firm operates as an independent partnership and prides itself on an innovative, client focused approach.

The Role

Our client is looking for an experienced Investment Consultant to conduct and communicate high quality research analysis and advice in a professional and efficient manner.

Key Responsibilities (not exhaustive)

  • Providing investment advice to both trustee and corporate clients on a wide range of issues.
  • Directing and advising a portfolio of clients
  • Delivering high quality, expert investment advice employing strategic and innovative solutions
  • Developing business - active involvement in client 'prospecting', relationship building and new business pitches
  • Activities designed to build and enhance the practice and firm's profile through networking, speaking at appropriate conferences and other forums
  • Building and maintaining strong links with other areas of the business to facilitate cross selling
  • Developing the consulting capabilities of the practice by coaching and mentoring team members
  • Adhere to the firm's Information Security standards, policies and procedures.

The Candidate

  • First class interpersonal and communication skills demonstrated in the ability to consult and influence successfully.
  • Flexible, pro-active and innovative approach to client solutions
  • A team player with a motivational, hands-on approach
  • Flexibility to travel to clients and other company offices.  

Qualifications and Experience

  • Likely to be FFA/FIA or CFA qualified - may be authorised to give investment advice via another qualification or experience.
  • Performing a similar role in a consultancy environment, or similar experience gained in a fund management or other relevant investment sector.
  • A solid understanding of the legislative framework for UK pension schemes.
  • Strong commercial awareness of the pensions and employee benefits market
  • Related knowledge or experience of Company Accounts an advantage, but not essential.
  • Articulate complex ideas and develop them into tangible offerings
  • Apply strong intellect to complex problem-solving in client organisations
  • Coach and develop other professionals
  • Consult with client contacts at senior/board level
  • Recognise and facilitate business development and intra/inter-practice referral opportunities as appropriate

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