We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis.
A snapshot of your day:
Reviewing/checking investment performance reports
Drafting investment advice to address the specific needs of clients
Carrying out miscellaneous calculations
Assisting with investment manager research
Calculating liability projections and analysing actuarial valuation results and cashflow projections
Carrying out analysis of investment strategies
Training and developing junior members of the team
General consultancy, dealing with telephone queries and day-to-day correspondence from clients
Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams. Taking on the role of client account manager where appropriate, overseeing all work and building increasingly strong relationships with client
Attending client meetings and taking an active role where applicable, helping to deliver investment advice to clients
We would like to hear from you if you have:
Have completed or an expectation of completing the actuarial or CFA exams
Prior experience of working in an investment analyst role
IT skills to perform all aspects of work efficiently
Developed presentation skills to a small audience
Minimum of GSCE Grade "5" or "C" in Maths and English
What's in it for you:
- Competitive discretionary annual bonus.
- Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
- A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
- 25 days' annual leave, increasing to 27 days after five years' service.
- Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
- The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.
Accessibility
If you require reasonable adjustments or want more information on accessibility, please let us know
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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]
Skills Required
- Completed or expected completion of actuarial or CFA exams
- Prior experience working in an investment analyst role
- IT skills sufficient to perform all aspects of the work efficiently
- Presentation skills developed for presenting to a small audience
- GCSE Grade 5 or C in Mathematics and English
What We Do
We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance. With a team of more than 1,750 people in nine offices, including 99 partners, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality. We act as a trusted partner for a wide range of clients in both the private and public sectors – this includes 25% of FTSE 100 and 15% of FTSE 350 companies. We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh ideas to the table, unobstructed.
