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Senior Investment Consultant

  • Location: City of London, London
  • Sector: Front Office + Sales
  • Salary: Negotiable
  • Job type: Permanent
  • Date posted: 20/05/2019
  • Job reference: CRLMA-INVCON
This vacancy has now expired.

Builds and manages relationships with clients and ensures clients' needs are identified and met

Services as the lead consultant for an agreed number of clients (smaller clients) and support to Senior Consultant on more complex clients

Involved as necessary in tenders for new work

Anticipates the changing needs of clients and promotes services pro-actively to meet these needs

Ensures that accurate and well prepared bills are produced on time including recording time and negotiating fees as required for designated clients

Manages technical areas of investment consulting as agreed by the Head of Investment Consulting

Writes letters and reports as instructed within agreed budgets and timescales and to agreed

Carries out manager research as requested

Involved as necessary with trustee training

Maintains regulatory and compliance standards

Ability to work under instruction of actuary appointed to a particular client

Checks the work of analysts in accordance with agreed standards

Delivers projects to agree specifications within timescales agreed

Develops and continually strengthens pensions knowledge

Process and tackle any complaints at earliest opportunity with a position attitude.

Adhere to and contribute to budget setting and project cost monitoring

Carries out research, development and special project work as agreed by managers and to deliver outputs within agreed timescales

Assists in the management of investment resources as required

Cultivates a culture of compliance and risk awareness focusing on the principles of the Group.

Actively participates in the Company's performance management process. Agrees personal objectives and goals with managers and make every effort to satisfy these objectives within the specified time frames.

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