Associate Investment Consultant

Job Description:
If you are working in the asset management or investment consultancy field, with strong technical knowledge of funds and investment strategies, this is the role for you.

Working in a leading UK pension and investment consultancy, you will be a part of a team focused on providing guidance to institutional clients and trustees.

You will be part qualified towards your CFA or Actuarial exams with outstanding relationship skills.
Essential Skills/Experience:

  • Working towards FFA/FIA or CFA

  • Experience and an interest in transitions

  • Experience gained in a fund management or other relevant investment sector

  • A solid understanding of the legislative framework for UK pension schemes

  • Strong commercial awareness of the pensions and employee benefits market

  • Related knowledge or experience of Company Accounts

  • Previous consultancy experience

Core Responsibilities:

  • Providing investment advice to both trustee and corporate clients on a wide range of issues

  • Directing and advising a portfolio of clients

  • Own and manage the delivery of client advice - key liaison person within client team

  • Delivering high quality, expert investment advice employing strategic and innovative solutions

  • Developing business - active involvement in client ‘prospecting', relationship building and new business pitches

  • Activities designed to build and enhance the practice and firm's profile through networking, speaking at appropriate conferences and other forums

  • Building and maintaining strong links with other areas of the business to facilitate cross selling

  • Developing the consulting capabilities of the practice by coaching and mentoring team members

  • Adhere to the firm's Information Security standards, policies and procedures.

  • Degree of flexibility to travel to clients and other offices

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (13431)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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