Senior Investment Consultant

Key responsibilities

• Builds and manages relationships with clients
• Services as the lead consultant for an agreed number of clients
• Manages day-to-day client needs but also anticipates the changing needs of clients and promotes services to pro-actively to meet these needs
• Ensures that work is managed commercially with robust project management across all phases of client work: Marketing, scoping, forecasting, service delivery, billing, de-brief/closedown.
• Actively supports and contributes to achieving practice area business plan
• Manages technical areas of funding and investment consulting as agreed with the Chief Investment Officer (CIO) and/or other business leaders. Includes but is not limited to carrying out investment strategy/manager/product research as required

What Are We Looking For

Essential

• Someone with an extensive DB pensions investment consulting experience
• Completed IMC
• FCA-authorised to give investment advice
• IFoA/CFA qualified (or other relevant qualification)
• Needs to be very familiar with the industry and regulatory environment.
• Needs to take the initiative and provide robust challenge to the CIO/others
• Needs to collaborate effectively with clients and colleagues. A particular focus will be collaborating with other investment consultants and Scheme Actuaries to develop a ‘best of Capita’ house approach to Funding and Investment issues which is applied consistently across our client base.
• Needs to be ready to pick up a portfolio of interesting responsibilities alongside client work as part of a small team e.g. strategy/product research, a practice area specialism and/or line management.
• Techology-driven consulting: Someone who is confident in using industry apps/tools to deliver an engaging, timely, accurate and efficient service to clients and is ready to champion this approach

Desirable

• Non-DB investment consulting experience (e.g. DC investments, DB actuarial etc)
• Qualified by experience

About Capita Pension Solutions

At Capita Pension Solutions (CPS) we continue to grow and evolve our Strategy & Product function.  We are at another exciting point in that evolution, defining and executing CPS’s strategic goals as well as developing the next generation of market leading Products and Services.  We have ambitious objectives and plans for 2025 and beyond.

What’s in it for you?

•  23 days’ holiday (rising to 27) with the opportunity to buy extra leave
• Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave, paternity pay of two weeks…and plenty more
• Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology
• The opportunity to take a paid day out of the office, volunteering for our charity partners or a cause of your choice
• Access to our Employee Network Groups, which represent every strand of diversity and allow colleagues to connect and learn from each other on an open, inclusive platform

What we hope you’ll do next:

Choose ‘Apply now’ to fill out our short application, so that we can find out more about you.

We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. If you need the job description or application form in an alternative format (such as large print or audio), or if you’d like to discuss other changes or support you might need going forward, please email Iqbal at [email protected] or call 07784 237318 and we’ll get back to you. For more information about equal opportunities and process adjustments, please visit the Capita Careers website.  

Access to Work can help candidates with a physical or mental health condition or disability to get support in the hiring process, including communication support at interviews such as a British Sign Language interpreter. If you require this support you can apply for this support at https://www.gov.uk/guidance/apply-for-communication-support-at-a-job-interview-if-you-have-a-disability-or-health-condition-access-to-work .