Pension Investment Consultant

JH351
Incite Solutions Ltd
All UK
£50000 - £80000 per annum + + Bonus + Benefits
Email office@isluk.co.uk
     
   
     
     
  Working with clients throughout the region (SMEs through to Bluechip organisations - various sectors) you will provide a full advisory and implementation service for Pension Investment activity. This covers the whole spectrum of investment advice from forming investment objectives, medium and long term asset allocation, asset liability modelling, portfolio structures (including mainstream and alternative assets), manager selections to monitoring, governance, training and compliance. Key responsibilities: · Generating ideas on the future direction of particular client investment strategy. · Working off own initiative on client specific projects, managing all aspects of the process · Delegating work to junior consultants · Proactively provide routine and bespoke advice to clients · Efficiently managing deadlines by effective delegation and be in a position to work independently with little guidance for routine matters. You will be degree educated (Mathematics, Economics or Business biased) and ideally CFA or FIA Qualified (or studying towards). You will have a good understanding of pension liabilities, applicable regulatory and legislative rules and asset-liability processes. Prior experience in investment consulting is essential however consideration will be given to candidates from different disciplines. Please contact for full details.  
     
     
  IMC, CFA, FIA, actuary, investment, portfolio, pension, pensions, AFPC, financial planning  
 

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