Strategic Investment Advisory Professional

1 week ago


Leeds, Leeds, United Kingdom XPS Pensions Group Full time

At XPS Pensions Group, we are seeking an exceptional Strategic Investment Advisory Professional

To lead our client relationships and provide expert advice, you will need to leverage your technical skills to develop innovative solutions and effectively communicate your advice.

  • Manage a portfolio of clients across the UK, providing bespoke investment consultancy services to meet their unique needs.
  • Lead research teams in exploring new consulting ideas and investment manager products to address our clients' complex challenges.
  • Support business development activities, including tender submissions and pitches, to articulate our proposition and secure new opportunities.
  • Mentor and coach junior team members to enhance their skills and help them realize their full potential.

We are looking for an experienced investment professional with a passion for investments and excellent communication skills. You should have direct experience in providing investment consultancy to UK pension schemes, be certified under the SMCR or hold a CF30 authorization from the FCA, and possess strong analytical and problem-solving skills.

In return for your expertise, we offer a competitive salary of £80,000 - £100,000 per annum, a comprehensive benefits package, and opportunities for career growth and professional development.

As a Strategic Investment Advisory Professional at XPS Pensions Group, you will join a dynamic team of professionals driven by integrity and delivery. We prioritize diversity and inclusion, respect individual perspectives, and foster a collaborative environment that encourages innovation and creativity.

You will enjoy a range of benefits, including:

  • A competitive salary and bonus scheme
  • 25 days annual leave
  • A comprehensive range of core benefits, including a pension plan, life assurance, employee assistance program, and access to a qualified GP
  • A selection of flexible and voluntary benefits to suit your lifestyle, including holiday trading, tech scheme, cycle-to-work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover, travel insurance, and discounts at hundreds of retailers

If you are a motivated and results-driven investment professional seeking a new challenge, please apply directly via the provided link.



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