Investment Consultant

Posted on 10/01/2020
Ref #IC54
  • £50000 - £60000 per annum + Excellent Benefits
  • Reading, Berkshire
  • Financial Services

Our client, a leading pensions consultancy, based in Reading is currently hiring for a Investment Consultant to lead client relationships, providing them with the advice they need to solve their problems.

Responsibilities

  • Being responsible for all aspects of the management of a portfolio clients:
    • Building really strong relationships with our clients and working with those trustees of companies to help solve their investment/risk management challenges;
    • Designing innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios;
    • Leading the delivery of advice at client meetings and helping clients decide what action to take;
    • Working the Investment Consulting team to ensure our advice is produced to the highest quality.
  • Leading research teams to undertake idea or manager research to help us buy and implement ideas to solve our clients' problems.
  • Working with the asset transition team to assist with asset transition projects from inception through to completion.
  • Checking transition project plans and associated timelines and calculating associated estimated costs.
  • Preparing and checking investment manager documentation required for account opening and executing transition activity.

Requirements

  • Passionate about investments and investing
  • Strong desire to accelerate the development of other team members
  • Excellent communication skills, both verbal and written
  • Commitment to client service
  • Direct experience of providing investment consultancy to UK pension schemes
  • Ability to identify fee generating opportunities and achieve revenue targets
  • Effective organisation skills and ability to manage and prioritise workload including the ability to manage multiple tasks to demanding timeframes

This is a full time, permanent position working Monday-Friday

Our client offers an excellent remuneration package and excellent career progression prospects.

Please apply online to be considered.

Posted By
Mark Wilkes
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