Investment Consultant

  • Location:

    Bristol, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £55000.00 - £70000.00 per annum

  • Contact:

    Anthony Eagle

  • Contact email:

  • Job ref:


  • Published:

    5 months ago

  • Expiry date:


  • Startdate:

    27/03/2019 17:45:20

A leading independent UK Consultancy, currently going through a rapid period of growth is looking to recruit an Investment Consultant on a permanent basis.

My clients Investment Consulting practice area provides investment consultancy services to the Pension Schemes of UK companies and is committed to providing the best possible service to all of its clients and to achieve this service, they are looking for talented, motivated and enthusiastic people!

*Checking calculations, liability projections and analysing actuarial valuation results and cash-flow projections.
*Carrying out asset-liability modelling.
*Miscellaneous complex Actuarial calculations.
*Checking work of others and helping more recent new graduates/colleagues.
*Training and developing junior members of the team.
*Providing investment training to members of other Practice Areas.
*Discussing the interaction between proposed valuation assumptions and investment strategy with Scheme Actuary and/or client.
*Drafting investment advice.
*Providing Trustee training.
*Assisting with investment manager research.
*General consultancy, dealing with clients' telephone queries and day to day correspondence providing investment advice where needed.
*Client management for small and large clients, taking responsibility for allocation and completion of work, and meeting deadlines.

Experience, qualifications and deliverables:
*Provides comprehensive and comprehensible advice on time and within budget.
*Develops junior members of the team.
*Be a qualified Actuary or CFA and comply with CPD regime.
*Developing presentation skills to a larger audience, and able to host meetings.

What's in it for you?
In return for your hard work and dedication to the role, you will be rewarded with a salary of up to £70k, plus an excellent benefits package. You will also be working for a genuine leader in the world of Pensions and be given genuine progression opportunities.

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.