Investment Associate Consultant
2 weeks ago
We are looking for an experienced Investment Associate Consultant to provide high quality investment 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.
- Own and manage the delivery of client advice - key liaison person within client team.
- 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 practice 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.
- Adhere to the firm’s Information Security standards, policies and procedures.
- Developing the consulting capabilities of the practice by coaching and mentoring team members.
Essential Qualifications/Skills/Experience:
- Working towards FFA/FIA or CFA- may be authorised to give investment advice via another qualification or experience.
- Experience and an interest in transitions is required.
- Performing a similar role in an Investment consultancy environment.
- 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.
- Articulate ideas and develop them into tangible offerings.
- Coach and develop other professionals.
- Consult with client contacts across a range of levels.
- Recognise and facilitate business development and intra/inter-practice referral opportunities as appropriate.
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.
- Degree of flexibility to travel to clients and other Hymans Robertson offices (when travel for work is safely resumed).
Hymans Robertson prides itself in offering a refreshing, stimulating work environment where independent thinking and new ideas are actively encouraged and where every person genuinely makes a difference. You can expect a highly competitive salary and comprehensive benefits package, including full study support if applicable. The firm is committed to the personal and career development of all employees and this position offers excellent growth potential within a dynamic and growing organisation.
We want everyone in the firm to thrive, from the very first day they walk through the doors. We want our people to seize the initiative, be creative, push forward and grow with us. Our vision for our employees is simple, to make their job at Hymans Robertson the best they have ever had.
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