Associate Investment Consultant

2 weeks ago


Birmingham, United Kingdom Synchronicity Group Full time

We are working with a highly regarded, partner-led, national consultancy that’s looking to expand their investment function with the hire of an Associate Consultant (DB). More importantly, our client also offers genuine career progression, excellent arrangementswhen it comes to study support and a friendly and supportive working environment. If you’re feeling a bit undervalued or pigeon-holed, this could be a brilliant move for you and your career moving forward.

You'll be responsible for providing investment advice to both Trustee and Corporate clients, owning and managing the delivery of client advice (to smaller clients), coaching and mentoring more junior members of staff, building and enhancing the practiceand firms profile through networking, attending (and speaking) at conferences and other forums. You’ll also be given the opportunity to pick-up work off of the consultants which is also great for your career development and also delegate work to Analysts asrequired.

In order to be considered for this role you will need to be performing a similar role within a consultancy environment, have experience and an interest in transitions and working towards FFA/FIA or CFA - may be authorised to give investment advice via anotherqualification or experience. A solid understanding of the legislative framework for UK pension schemes and strong commercial awareness of the pensions and employee benefits market is key.

Our client offers great flexibility for home working (2 days in the office), an enviable benefits package that includes 7.5% Pension contributions (increasing to 10% with 5 years’ service), PMI and a 10% annual bonus.



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