Investment Manager

Coast Specialist Recruitment
Bisham, UK
19 Jul 2019
26 Jul 2019
Contract Type
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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