Associate Investment Consultant

3 weeks ago

Bristol, United Kingdom Aon Full time

The UK Investment Team are looking for an Investment Associate Consultant to join the team across a number of offices (Birmingham, Edinburgh, London, Bristol).

Investment Associate Consultants will be primarily responsible for adding value to Aon’s relationship with clients through management, development, and retention of a portfolio of clients.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As an Investment Associate Consultant some of your key responsibilities will involve;
Act as the lead consultant for small clients and the main support to a lead consultant on larger clients.
Understand client needs and requirements.
Work with client team to formulate advice and take responsibility for that advice.
Work off own initiative on client specific projects.
Responsible for coordination of client work and timely delivery to the client or lead consultant for review if required.
Provision of routine advice to clients.
Act as day to day contact for all sizes of client.
Prepare meeting materials and can lead client meetings.
Make some contribution to the thought leadership of the business through research and development.
Contribute to the growth of the business through contributing to marketing and new business.
Contribute to the success of the local investment team through helping to drive business performance.

Skills and experience that will lead to success

As an Investment Associate Consultant your skills and qualifications will ideally include;
Experience of the financial services' industry
Proven experience with a major consulting, fund management or banking firm, involved in advising UK occupational pension schemes
Good understanding of applicable regulatory and legislative rules.
Good understanding of all main asset classes, how they interact and the role they can play in meeting client objectives.
Basic awareness of some of the key alternative asset classes and their use within an asset portfolio.
Understanding of the strengths and weakness of various manager structure options.
Good knowledge of active and passive management and the different styles of active managers.
An understanding of how to manage a successful asset transfer.
Good understanding of the provisions contained in Investment Manager Agreements and the rationale behind investment restrictions.
Good understanding of the design and implementation issues for defined contribution schemes including segmentation and communication.
Basic understanding of the asset-liability process.
Excellent communication skills, both verbal and written.
Strong interpersonal skills with the ability to build and maintain working relationships with both internal and external clients.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

LI-SS2 #LI-HYBRID #LI-REMOTE 2524705

  • Associate Investment Consultant

    3 weeks ago

    Bristol, United Kingdom Aon Corporation Full time

    Posting Description: **Associate Investment Consultant** The UK Investment Team are looking for an Investment Associate Consultant to join the team across a number of offices (Birmingham, Edinburgh, London, Bristol). Investment Associate Consultants will be primarily responsible for adding value to Aon’s relationship with clients through management,...

  • Associate Investment Consultant

    4 weeks ago

    Bristol, United Kingdom Star Actuarial Futures Full time

    **Associate Investment Consultant**: Reference: Star8642 Posted: 08/02/2024 - £ depending on experience - Bristol / hybrid 2-3 days p/w office-based - Permanent - Investment Are you a part-qualified investment specialist (CFA), seeking to develop your career within a major consultancy? Then this is an exciting opportunity to develop your career in a...

  • Associate Investment Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom Star Actuarial Futures Full time

    Associate Investment Consultant:Reference: Star8642 Posted: 08/02/2024- £ depending on experience Bristol / hybrid 23 days p/w officebased Permanent InvestmentAre you a part-qualified investment specialist (CFA), seeking to develop your career within a major consultancy?Then this is an exciting opportunity to develop your career in a client-facing role,...

  • Investment Associate Consultant

    1 week ago

    Bristol, United Kingdom Aon Corporation Full time

    Posting Description: **Associate Investment Consultant** Do you want an investment consulting role supporting the delivery of expertise and advice to a range of large institutional clients? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative...

  • Investment Associate Consultant

    1 week ago

    Bristol, United Kingdom Aon Full time

    Associate Investment Consultant Do you want an investment consulting role supporting the delivery of expertise and advice to a range of large institutional clients? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and market leading business,...

  • Dc Investment Consultant

    3 months ago

    Bristol, United Kingdom Oval Recruit Full time

    DC Investment Consultant & Associate Consultant Opportunity £competitive + Package London / Leeds / Surrey / Bristol / Manchester / Edinburgh - remote & work from home options A leading UK Pensions & Investment Consultancy who are continuing to grow at a rapid rate are looking to recruit at Associate Consultant and Consultant level. This is an...

  • Investment Associate Consultant

    2 weeks ago

    Bristol, Bristol, United Kingdom LGBT Great Full time

    Investment Associate Consultant - Bristol Do you want an investment consulting role advising institutional clients supported by Aon's breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you're passionate about joining an innovative and market...

  • Investment Associate

    4 weeks ago

    Bristol, United Kingdom Recruit UK Full time

    **Job Title**:Investment Associate **Industry**:Financial Services **Location**:Bristol **Salary**:£27,000-£29,500 **Job Reference**:7450 Recruit UK is working on an amazing opening for an award-winning investment business based in Bristol. Our client are pioneers in a dual profession, technology & investment management firm. They are a rapidly...

  • Investment Consultant

    4 weeks ago

    Bristol, United Kingdom Sammons Recruitment Group Full time

    Job Title: Investment Consultant Contract Type: Permanent - Location: - Bristol, Bristol- Job Base: - Hybrid**Salary**: Excellent Reference: V-73743-2 Contact Phone: 020 7293 7022 Job Published: 13/02/2024 13:01 Investment Consultant Bristol, Bristol | Excellent | Posted yesterday Excellent opportunity for a Pensions Investment professional to Join a...

  • Investment Consultant

    2 weeks ago

    Bristol, United Kingdom Aon Full time

    Investment Consultant - Bristol Do you want an investment consulting role advising institutional clients supported by Aon’s breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and market leading...

  • Uk Investment Consultant

    3 weeks ago

    Bristol, United Kingdom Aon Corporation Full time

    Posting Description: **Investment Consultant** Do you want an investment consulting role advising institutional clients supported by Aon’s breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and...

  • Uk Investment Consultant

    3 weeks ago

    Bristol, United Kingdom Aon Full time

    Investment Consultant Do you want an investment consulting role advising institutional clients supported by Aon’s breadth of specialist knowledge and expertise? Would you enjoy being part of a diverse team focused on driving positive outcomes for both clients and colleagues? If you’re passionate about joining an innovative and market leading business,...

  • Investment Admin Associate

    2 weeks ago

    Bristol, Bristol, United Kingdom Flair for Recruitment Full time

    We are hiring an Investment Administration Associate at an award-winning investment and technology firm!Responsibilities:Processes new business applicationsManage post and emailsClient administration tasks such as change of details, direct debit set-ups, withdrawals, and power of attorney registrationsDeliver excellent customer service to clients and...

  • Investment Admin Associate

    2 days ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Do you have administration experience? Are you organised and have a 'can do' attitude?Our client, an award winning investment and technology firm, are looking for an Investment Administration Associate to join their Transfers Team.Responsibilities include Processes new business applicationsDeal with post and emails in and out of the businessClient...

  • Investment Admin Associate

    4 weeks ago

    Bristol, United Kingdom Flair for Recruitment Full time

    Do you have administration experience? Are you organised and have a 'can do' attitude?Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Client Administration Team.Responsibilities include Processes new business applicationsDeal with post and emails in and out of the...

  • Investment Admin Associate

    2 weeks ago

    Bristol, Bristol, United Kingdom Flair for Recruitment Full time

    Are you an organised and efficient administrator? Do you have good communication skills and a 'can do' attutude?Our client, an award winning investment and technology firm, is looking for an Investment Administration Associate to join their Asset Transfers team.Your responsibilities will include: Liaising with transfer managers to arrange acquisition of...

  • Head of Asset Investment

    4 weeks ago

    Bristol, United Kingdom CareerBliss Full time

    Job Title: Head of Asset Investment and DevelopmentLocation: Bristol Contract Type: PermanentSalary : £68,250This is in opportunity to join a well-respected housing association as a Head of Asset Investment and Development. The Head of Investment, Development & Partnership will collaborate with the Homes Director in driving the Investment, Decarbonisation,...

  • Associate Consultant

    2 weeks ago

    Bristol, United Kingdom LHi Group Full time

    Associate Recruitment Consultant- Bristol Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.We have a passion for finding good humans to join our vision!LHi Group (Most Loved Place to Work Certified Company) consists of 4 international, non-competing recruitment brands working...

  • Head of Asset Investment

    1 month ago

    Bristol, United Kingdom Niyaa People Ltd Full time €68,250

    Job Title: Head of Asset Investment and Development Location: Bristol Contract Type: Permanent Salary : £68,250 This is in opportunity to join a well-respected housing association as a Head of Asset Investment and Development. The Head of Investment, Development & Partnership will collaborate with the Homes Director in driving the Investment,...

  • Head of Asset Investment

    3 weeks ago

    Bristol, United Kingdom Niyaa People Ltd Full time

    Job Title: Head of Asset Investment and Development Location: Bristol Contract Type: Permanent Salary : £68,250 This is in opportunity to join a well-respected housing association as a Head of Asset Investment and Development. The Head of Investment, Development & Partnership will collaborate with the Homes Director in driving the Investment,...