Investment Consultant

Search Consultancy Ltd
London, United Kingdom
GBP55000.00 - GBP65000.00 per annum
01 Nov 2018
01 Dec 2018
Industry Sector
Finance - General
Employment Type
Full Time


A leading Financial Services organisation, who offer full Investment Consulting services to both Trustees and Sponsors of Pension Schemes across both DB and DC Markets is currently looking for an experienced Investment Consultant to join their established, London based team. The successful applicant will be rewarded with a salary of up to £65000 plus an excellent benefits package;

In this role, the successful applicant will be responsible for the supporting and delivering the consulting based services of the firm and will report to the Investment Consulting Director. You will also be responsible for maintaining and developing client relationships over time through the provision or Investment Advice. Further responsibilities will include:

  • Running and interpreting ALM's
  • Identifying suitable investment strategies based on ALM output, including liaison with Scheme Actuary over liability profile
  • Conduct Investment Manager selection exercises, leading clients to reach decisions on managers
  • Attending Trustees' meeting to lead discussions on investment issues including presentation of performance monitoring reports and discussion of topical investment matters.
  • Assessing investment management agreements and negotiating terms with investment managers providers


The Investment Consultant will;

  • Delegate tasks effectively and manage variable, sometime high workloads
  • Build excellent relationships with clients
  • Peer review thew work of others
  • Be involved with clients, know what the firm does for the client currently and what additional services can be offered
  • Demonstrate excellent commercial awareness
  • Work to agreed deadlines

Investment Management Certificate or unit 1 of the IMC
Experience in UK Pension Fund Investment Consultancy (THIS IS ESSENTIAL!!!!)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.