Senior Investment Consultant

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

Job title: Senior Investment Consultant

Job Description:

Key responsibilities

• Builds and manages relationships with clients.
• Services as the lead consultant for an agreed number of clients.
• Manages day-to-day client needs but also anticipates the changing needs of clients and promotes services to pro-actively to meet these needs.
• Ensures that work is managed commercially with robust project management across all phases of client work: Marketing, scoping, forecasting, service delivery, billing, de-brief/closedown.
• Actively supports and contributes to achieving practice area business plan.
• Manages technical areas of funding and investment consulting as agreed with the Chief Investment Officer (CIO) and/or other business leaders. Includes but is not limited to carrying out investment strategy/manager/product research as required.

What Are We Looking For

Essential

• Someone with extensive DB pensions investment consulting experience.
• Completed IMC.
• FCA-authorised to give investment advice.
• IFoA/CFA qualified (or other relevant qualification).
• Needs to be very familiar with the industry and regulatory environment.
• Needs to take the initiative and provide robust challenge to the CIO/others.
• Needs to collaborate effectively with clients and colleagues.
• Needs to be ready to pick up a portfolio of interesting responsibilities alongside client work as part of a small team.
• Technology-driven consulting: Someone who is confident in using industry apps/tools to deliver an engaging, timely, accurate and efficient service to clients and is ready to champion this approach.

Desirable

• Non-DB investment consulting experience (e.g. DC investments, DB actuarial etc).
• Qualified by experience.

About Capita Pension Solutions

At Capita Pension Solutions (CPS) we continue to grow and evolve our Strategy & Product function. We have ambitious objectives and plans for 2025 and beyond.

What's in it for you?

• 23 days' holiday (rising to 27) with the opportunity to buy extra leave.
• Company matched pension, life assurance, a cycle2work scheme, 15 weeks' fully paid maternity, adoption and shared parental leave, paternity pay of two weeks, and plenty more.
• Voluntary benefits designed to suit your lifestyle.
• The opportunity to take a paid day out of the office, volunteering for our charity partners or a cause of your choice.
• Access to our Employee Network Groups, which represent every strand of diversity.

What we hope you'll do next:

Choose 'Apply now' to fill out our short application, so that we can find out more about you.

We're an equal opportunity and Disability Confident employer, committed to providing an inclusive, barrier-free recruitment process and working environment for everyone.

Location:
Home-Based - GBR, United Kingdom

Time Type: Full time

Contract Type: Permanent