Senior Investment Consultant

You will need to login before you can apply for a job.

Sector: Banking and Financial Services
Role: Senior Executive
Contract Type: Permanent
Hours: Full Time

Job title: Senior Investment Consultant
Job Description:

Capita Pensions Solutions is at an exciting time in its journey: Over recent years we have continued to improve the quality of our administration services and have merged various consulting teams to remove silos enabling our clients and colleagues to benefit from a seamless, integrated approach. We are looking for a Senior Investment Consultant to join our 10-strong investment consulting team to help provide a great service to our long-standing DB clients as well as new business.

You will provide investment advisory services to a portfolio of mainly sub-£150m private sector DB pensions investment clients and contribute to the wider development of Capita's investment and pensions consulting proposition.

Key responsibilities:

• Builds and manages relationships with clients
• Serves as the lead consultant for an agreed number of clients
• Manages day-to-day client needs and anticipates changing needs
• Ensures that work is managed commercially with robust project management
• Actively supports and contributes to achieving practice area business plan
• Manages technical areas of funding and investment consulting as agreed

What Are We Looking For

Essential:

• Extensive DB pensions investment consulting experience
• Completed IMC
• FCA-authorised to give investment advice
• IFoA/CFA qualified (or other relevant qualification)
• Familiar with the industry and regulatory environment
• Ability to take initiative and provide robust challenge
• Effective collaboration with clients and colleagues
• Ready to pick up a portfolio of responsibilities alongside client work
• Confident in using industry apps/tools for consulting

Desirable:

• Non-DB investment consulting experience
• Qualified by experience

About Capita Pension Solutions:

At Capita Pension Solutions, we continue to grow and evolve our Strategy & Product function, defining and executing CPS's strategic goals.

What's in it for you?

• 23 days' holiday (rising to 27) with the opportunity to buy extra leave
• Company matched pension, life assurance, and other benefits
• Voluntary benefits designed to suit your lifestyle
• Opportunity to volunteer for charity partners
• Access to Employee Network Groups for diversity

What we hope you'll do next:

Choose 'Apply now' to fill out our short application.

We're an equal opportunity and Disability Confident employer, committed to providing an inclusive recruitment process. If you need the job description or application in an alternative format, please contact us.

Location: Home-Based - GBR, United Kingdom
Time Type: Full time
Contract Type: Permanent

Learn more about this company

Visit this company's hub to learn about their values, culture, and latest jobs.