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Investment Consultant

  • Location:

    England

  • Sector:

    Investments

  • Job type:

    Permanent

  • Salary:

    £60000 - £80000 per annum + bonus + benefits

  • Contact:

    Hannah Burgess

  • Contact email:

    Hannah.Burgess@oliverjames.com

  • Job ref:

    JOB-012022-158775_1657622281

  • Published:

    28 Tage her

  • Expiry date:

    2022-08-11

Leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices | £60,000-£80,000 dependent on experience.

Oliver James are pleased to be working with a leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices.

You will be responsible for providing tailored, sophisticated investment strategy advice for defined benefit and defined contribution pension scheme clients in addition to working together with other business areas to provide a holistic approach to journey planning for DB clients, as well as specialist advice on eventual buy-out. You will help clients to understand and implement sustainable investments strategies as well as assisting trustees to with the fiduciary management service.

Role requirements:

  • FIA, FFA or CFA qualified
  • Prior experience in providing investment consultancy advice with a reputable consultancy
  • Strong problem solving and communication skills

This is an excellent opportunity to be a part of a firm where partner status is attainable within a couple of years. This firm offers a 'Smart Working' philosophy where employees can design their week.

For further details on this opportunity or for a confidential discuss around how your role compares within the market, please don't hesitate to reach out on hannah.burgess@weareoliverjames or 0203 861 9173.

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