Investment Consultant

5 months ago

Abbey Wood, United Kingdom Hymans Robertson LLP Full time

**The Role**:
We are looking for an experienced Investment Consultant to conduct and communicate high quality research analysis and advice in a professional and efficient manner.

**Key responsibilities will include**:

- Providing investment advice to both trustee and corporate clients on a wide range of issues.
- Directing and advising a portfolio of clients
- Delivering high quality, expert investment advice employing strategic and innovative solutions
- Developing business - active involvement in client ‘prospecting’, relationship building and new business pitches
- Activities designed to build and enhance the investment business unit and firm’s profile through networking, speaking at appropriate conferences and other forums
- Building and maintaining strong links with other areas of the business to facilitate cross selling
- Developing the consulting capabilities of the practice by coaching and mentoring team members
- Potentially contribute to internal initiatives and requirements e.g. quality assurance programmes, learning and development programmes
- Adhere to the firm’s Information Security standards, policies and procedures

**Personal characteristics**:

- First class interpersonal and communication skills demonstrated in the ability to consult and influence successfully
- Flexible, pro-active and innovative approach to client solutions
- A team player with a motivational, hands-on approach
- Flexibility to travel to clients and other Hymans Robertson offices

**Qualifications and Experience**:

- Likely to be FFA/FIA or CFA qualified - may be authorised to give investment advice via another qualification and experience
- Performing a similar role in a consultancy environment, or similar experience gained in a fund management or other relevant investment sector
- A solid understanding of the legislative framework for UK pension schemes
- Strong commercial awareness of the pensions and employee benefits market
- Related knowledge or experience of Company Accounts an advantage, but not essential.
- Articulate complex ideas and develop them into tangible offerings
- Coach and develop other professionals
- Consult with client contacts at senior/board level
- Recognise and facilitate business development and intra/inter-practice referral opportunities as appropriate

**In Return We Offer**:

- A highly competitive salary
- Award Winning Benefits package
- Shared Values - Confident, Friendly, Partnering & Straightforward
- Exceptional learning & development opportunities
- An excellent working environment with a strong social scene
- Opportunities to give back through volunteering initiatives

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.

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