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Investment Consultant (FIA or CFA)

Location: Birmingham, West Midlands
Salary: Negotiable
Posted: 22 days ago
Contract Type: Permanent
Industry: Actuarial
Contact Name: Alex George
Contact Email: Alex.George@ojassociates.com

Alex George

Managing Consultant, UK

See more of Alex George's jobs

Investment Consultant (FIA or CFA)

Investment Consultant - Multiple positions - CFA or FIA - Birmingham, Edinburgh, Glasgow

I am recruiting for multiple Investment Consultants for a leading UK Actuarial, Pensions and Investments Consultancy. The firm advise on £100bn+ of assets across a diverse range of clients including corporate and trustees. You will be working in a highly prestigious practise, very people centric where your career aspirations will be met in an engaging and regarding career.

The role

- Provide investment advice to a portfolio of designated clients of different sizes and complexities


- Deliever strategic and innovative solutions to clients but have the abiliity to articulate complex issues to a variety non technical audiences


- If people leadership and development of junior staff is your forte, you will have the opportunity to coach and mentor junior members of the team


- If you have a keen interest in business development and are interested in developing your skills in this area, you can take an active role in prospecting, developing material and presenting accordingly


- Conduct manager research and manager selection

The roles are available across the firms other UK offices including London, Birmingham and Edinburgh

Candidate requirements

- FIA/FFA or CFA qualified

- Demonstrable experience providing investment advice to both trustee and corporate clients

- A through understanding of the UK Pensions and Benefits market

If you would like to know more please contact

Alex George
Managing Consultant | Pensions Actuarial & Investment Solutions
Alex.George@ojassociates.com | 0203 8619 167

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