Investment Consulting in the Capital
Our client is seeking a qualified investment specialist (FIA/FFA/CFA) to act as lead consultant across a portfolio of clients, responsible for ensuring they are provided with high quality, bespoke advice.
You may have account management responsibilities for your clients and will work closely with lead advisors in other business areas (actuaries, administration, benefit consultancy etc.) to ensure a joined up approach.
You will also be involved in new business efforts and wider business development areas, as well as assisting in the running of the investment consultancy team, through particular areas of management responsibility.
With an interest investment matters and markets, the successful candidate will possess knowledge & understanding of retirement plans (DB & DC), plan administration, investment markets, investment managers, and Pension Plan valuations.
An excellent career-development opportunity within a leadng consultancy.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Louis Manson, Managing Director
M : +44 (0)7595 023 983
T : +44 (0)20 7868 1900
E : firstname.lastname@example.org