Investment Consultant

Posted 3 days ago by Taylor James Resourcing Easy Apply

We are looking for an Investment Consultant to consult on Defined Benefit Schemes primarily but also some Defined Contribution .

The role is based in London but will require travel to other offices in the UK. Initially this will be once a week but likely to reduce to once a month when you are up to speed with the regional offices.

Our client is a leading Investment Consultancy with a wide range of clients, including leading companies as well as public sector pensions schemes.

Ideally you will be a CFA charterholder or an Actuary keen on moving into the consultancy space. A CF30 qualification is preferred.

Key responsibilities:

Dealing with existing clients you will

- Deliver and communicate advice to portfolio of clients on investment strategy

- Conduct manager research and manager selection

- Work as part of a team to develop Investment strategies

- Proactive approach with clients - prospecting and identifying opportunities for growth

Required skills

  • CFA
  • Actuarial
  • Investment Consulting

Reference: 34842363

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