Investment Consultant

6 months ago

Leeds, United Kingdom XPS Pensions Group Full time

The role

As an Investment Consultant with XPS you will …

Lead client relationships, providing them with the advice they need to solve their problems. This will require you to use your technical skills to develop innovative solutions and use your communication skills to effectively deliver your advice. Be responsible for all aspects of the management of a portfolio of clients Lead research teams to undertake research into new consulting ideas and investment manager products in order to help to solve our clients’ problems. Support new business activities including production of tender submissions and attendance at pitches to articulate our proposition. Mentor and coach junior members of team to develop the skills to help them realise their potential

Your profile:

We are looking for an Investment Consultant with experience in a similar role who is looking for a new challenge and who wants to be part of this exciting period of growth. This role requires…

Direct experience of providing investment consultancy to UK pension schemes Excellent communication skills, passion about investments with real drive and enthusiasm Currently certified under the SMCR and/or previously CF30 authorised by the FCA to give investment advice or close to achieving this status You will be unafraid to express your views and share them clearly, thereby contributing to the investment ideas we rely on to achieve our aims Contribute to our ongoing debates and thereby help influence our future direction.  Ability to identify fee generating opportunities

What we offer?

We believe in our people and we will work with you to unlock your potential and support your career whilst giving you the opportunity to work with some of the most dynamic and collaborative people in our industry. 

We embrace differences and we will respect your ideas, perspective and style. Our business thrives on our diversity and mix of experience that leads to innovation. When you take a role with XPS you will be joining a community of professionals driven by integrity and delivery and you can be sure that your wellbeing is taken seriously.

We are happy to talk about flexible working and hybrid working and we understand everyone has different needs.

We offer an attractive reward package, including:

Competitive salary Participation in a Discretionary Bonus Scheme 25 days holiday A set of core benefits including pension plan, life assurance, employee assistance programme, access to a qualified, practicing GP 24 hours a day, 365 days a year A comprehensive range of voluntary and flexible benefits to suit you and your lifestyle including holiday trading, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, critical illness cover, private medical cover for self and family, travel insurance and a broad range of discounts at hundreds of retailers.

What next?

If you feel XPS could be the next step on your career ladder, please apply directly via the links provided and we look forward to learning more about you. We will consider all applicants and respond swiftly. 

If you do not feel ready to apply or still have questions, please contact Paul Gilliver on the recruitment team at XPS.

The successful candidate will need to demonstrate the following requirements:

Right to Work confirmation DBS Disclosure check Employment or educational references covering five years Satisfactory credit check

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