Senior Investment Consultant

Salary Description:
to £120, 000 plus bens and bonus
Location Description:
City of London
Job Role:
Investment Consultant
Employment Type:
Contract Type:
Application Deadline:
8th February 2019
Jenson Fisher
Job Ref:

Our client is a major employee benefits consultancy seeking a Senior BD Investment Consultant to provide advice to a portfolio of investment clients. Key responsibilities 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 

Seeks opportunities for developing new investment offerings to clients and the practice 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 
Actively supports and contributes to achieving practice area business plan Manages technical areas of investment consulting as agreed by the Head of Investment Consulting.Carries out manager research as requested Involved as necessary with trustee training 
Where role includes asset transfers, ensure all parties are updated, minimise ‘out of market’ risks and produce reconciliation reports. Maintains regulatory and compliance standards Delivers projects to agree specifications within timescales agreed Develops and continually strengthens pensions knowledge 
Assists in the management of investment resources as required 

Completed IMC CF30 authorised (if not in an asset transfer role) Experience in asset transfers and working with a platform provider (if in an asset transfer role) Technical expertise, practical experience and market knowledge in the areas of investment advice required, to include asset liability modelling Ability to communication effectively and concisely Ability to work flexibly and under pressure 
Commercial awareness Proactive Works positively with colleagues Experience managing key client accounts 
Strong negotiation and influencing skills CFA/FIA/FFA qualified Desired Experience/Skills Involved in profession/industry groups/committees/working parties and/or able to develop a profile within the profession/industry

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