Investment Consultant

Titel: Investment Consultant
Vertragsart: Permanent
Location: West Midlands, England
Gehalt/Honorar: £50000 - £60000 per annum + benefits + study support + bonus
Beginn: ASAP
Ref: HKI111218_1555428391
Name des Kontakts: Helen Kinloch
Kontakt via E-mail:
Veröffentlicht am: seit 3 Monaten


Calling West Midlands investment professionals!

Calling West Midlands investment professionals!

I'm looking for a nearly/newly qualified investment consultant with up to 2 years' PQE (CFA or FIA) to join one of my favourite clients whose Investment Consulting practice is going from strength to strength for a key hire in 2019, which has arisen due to natural growth.

Ideally, you will have 3 to 7 years' UK DB pension fund investment consultancy experience; in this role, though, your work will be with Trustees, corporates, charities, insurers and local authorities.

Although no day here is ever the same, typical work will include:

  • Liability projections and analysing valuation results and cashflow projections.
  • Drafting investment advice and preparation of investment performance reports
  • Investment manager research.
  • Client management and attending client meetings.


  • Demonstrable DB experience (ideally in an investment consulting role although those from a DB Trustee consulting background are certainly also able to apply)
  • Strong technical skills

Don't miss out on such a coveted role in the market and do get in touch; if this sounds like you, I'd love to hear from you.

Helen Kinloch
Manager | Pensions Actuarial & Investment Solutions | 02038619173