Investment Manager

Recruiter
Coast Specialist Recruitment
Location
Bisham, UK
Salary
Competitive
Posted
19 Jul 2019
Closes
26 Jul 2019
Ref
1178804506
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client a very established wealth manager is currently looking for an experienced investment manager to join the business.

I am working with a top Employee Benefits Consultancy who are looking for an Investment Consultant to join their growing team.

Primary purpose of the role: To provide investment advice to a portfolio
of investment clients.

Key responsibilities
  • Take responsibility for own projects
  • Acts in accordance with any statutory/professional/CEB guidelines
  • Achieves client chargeable billable hours target as agreed.
  • Commits to equal treatment of all staff/colleagues and treat everyone fairly.
  • Engages with Group's brand values.
  • Adhere to the requirements set out in the Professional Standards Scheme

Key tasks
  • Builds and manages relationships with clients and ensures clients' needs are identified and met
  • Services as the lead consultant for an agreed number of clients (smaller clients) and support to Senior Consultant on more complex clients
  • Involved as necessary in tenders for new work
  • Anticipates the changing needs of clients and promotes services pro-actively to meet these needs
  • Ensures that accurate and well prepared bills are produced on time including recording time and negotiating fees as required for designated clients
  • Writes letters and reports as instructed within agreed budgets and timescales and to agreed standards
  • Carries out manager research as requested
  • Involved as necessary with trustee training
  • Maintains regulatory and compliance standards
  • Ability to work under instruction of actuary appointed to a particular client
  • Checks the work of analysts in accordance with agreed standards
  • Delivers projects to agree specifications within timescales agreed
  • Develops and continually strengthens pensions knowledge
  • Process and tackle any complaints at earliest opportunity with a position attitude.
  • Adhere to and contribute to budget setting and project cost monitoring
  • Carries out research, development and special project work as agreed by managers and to deliver outputs within agreed timescales
  • Assists in the management of investment resources as required
  • Actively participates in the Company's performance management process. Agrees personal objectives and goals with managers and make every effort to satisfy these objectives within the specified time frames.

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