Investment Portfolio Manager

4 weeks ago


Leeds, Leeds, United Kingdom XPS Pensions Group Full time

About the Role

XPS Pensions Group is seeking an experienced Investment Consultant to join our team. As an Investment Consultant, you will be responsible for providing expert advice to our clients on their pension schemes.

Key Responsibilities

  • Lead client relationships and provide tailored advice to meet their needs.
  • Manage a portfolio of clients and develop innovative solutions to their investment challenges.
  • Conduct research to identify new consulting ideas and investment manager products.
  • Support new business activities, including tender submissions and pitches.
  • Mentor and coach junior team members to develop their skills.

Requirements

  • Direct experience of providing investment consultancy to UK pension schemes.
  • Excellent communication skills and a passion for investments.
  • Current certification under the SMCR or previously CF30 authorised by the FCA.
  • Ability to identify fee-generating opportunities.

What We Offer

XPS Pensions Group is committed to supporting the career development of our employees. We offer a competitive salary, participation in a discretionary bonus scheme, and a range of benefits, including pension plan, life assurance, and employee assistance programme.



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