Senior Investment Consultant

Barnett WaddinghamUnited KingdomHybridFull-timeSenior, 5–8 yearsListed 1 day ago

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About this role

We have an exciting new opportunity for a Senior Investment Consultant to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our UK offices, working on a hybrid basis.

A snapshot of your day:

- Checking calculations, liability projections and analysing actuarial valuation results and cashflow projections
- Carrying out asset-liability modelling
- Carrying out miscellaneous calculations
- Training and developing junior members of the team
- Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
- Providing investment training to members of other Business Areas
- Drafting and issuing investment advice
- Presenting advice to clients at meetings
- Providing Trustee training
- Assisting with investment manager research
- Leading the provision of advice to investment clients
- Preparing management reports/business plans as required
- Leading and assisting with new business pitches and developing investment consulting opportunities with existing clients

We would like to hear from you if you have:

- Qualified Actuary or CFA Charterholder and comply with CPD regime
- Successfully completed and been signed off from the firm’s Field Based Training programme IT skills to perform all aspects of work efficiently.
- Developed presentation skills to a larger audience, and able to host meetings.

What's in it for you:

- Competitive discretionary annual bonus.
- Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
- A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
- 25 days' annual leave, increasing to 27 days after five years' service.
- Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
- The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility

If you require reasonable adjustments or want more information on accessibility, please let us know

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]