Asset Transfer Specialist

4 days ago

Cheltenham, United Kingdom Barnett Waddingham Full time

Overview:
The Investment Consulting Practice Area provides investment consultancy services to the pension schemes of UK companies and to some other clients such as charities. Barnett Waddingham is committed to providing the best possible service to all of its clients and to achieve this service we need talented, motivated and enthusiastic people.

The Asset Transfer team is responsible for transferring between £4bn and £6bn a year, with typical transactions ranging from £20m to £50m.

We are looking for a number of Asset Transfer Specialists within our Asset Transfer Team reflecting on the ongoing growth of our investment consulting business

This role can be based at either of Bristol, Birmingham, Cheltenham or London offices so please specify your preference when applying.

**Responsibilities**:
You will be responsible for:

- managing the implementation of investment strategies, including the appointment of new investment managers.
- Design, project manage and oversee the transfer of assets for our clients, from start to finish
- Manage risks and costs to the client, including out of market risk, timing risk and minimising transaction costs.
- Working towards leading complex projects on migration of assets.
- willing to start, or already is working towards the IMC, CFA or CISI qualifications;
- excellent analytical and problem solving skills;
- strong client management skills;
- high accuracy and attention to detail;
- strong communication skills;
- have an understanding of the operational framework of how investment managers buy and sell investments
- the ability to work under pressure on multiple tasks simultaneously requiring experience;

Qualifications:
As a minimum, you will need Maths and English GCSE grade 5/C or above

What's in it for you?:
**Core benefits paid for by BW**:

- Competitive discretionary annual bonus
- Life assurance
- Group income protection
- Private medical cover
- 25 days holiday per year (up to 30 days with holiday trading)
- A generous pension scheme where we contribute 8% of your salary from day one of your employment and you contribute 1% as a minimum
- Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
- Fresh fruit, hot and cold drinks provided free of charge in all of our offices
- Sports Allowance - we pay 50% (up to £50) of your monthly gym membership or sports costs

**A comprehensive range of voluntary benefits to suit your life stage and lifestyle including**:

- Tech scheme
- Cycle to work scheme
- Dental cover
- Healthcare cash plan
- Health assessments
- Critical illness cover
- Extension of private medical cover or life assurance to family members
- Discounted gym membership options
- Travel insurance
- Broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies

**Giving Something Back**:

- 1 paid volunteering day per year as a commitment to our Corporate Social Investment
- Support your favourite charity with the "Give as You Earn" option
- Match-funding for individuals raising money for a recognised charity
- Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.

**Values**: our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.

**Wellbeing**: employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business. BW offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.

**Your progression**:we offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive. We also offer study support for relevant professional or skills qualifications.

**Other activities**: we have clubs, sporting events, social, cultural and belief groups across our offices if you’d like to join in and meet like-minded people.

**Accessibility**
Please visit AbilityNet should you benefit from advice on making your device easier to use if you have a disability.

Should you require information in a different format, have other accessibility or reasonable adjustment requirements

or call us on 0333 11 11 222.

**Not quite the right opportunity for you this time?

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