Company

Oliver JamesSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary Salary£60,000 - £90,000 per annum
CategoryBanking

Job description

Leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices

Oliver James are pleased to be working with a leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices.
You will be responsible for providing tailored, sophisticated investment advice for defined benefit and defined contribution pension scheme clients, in addition to working together with other business areas to provide a holistic approach to journey planning for DB clients. You will help clients to understand and implement responsible investments strategies and integrate ESG into the advice delivered to clients.
Role requirements:

  • Ideally FIA, FFA or CFA qualified
  • Prior experience in providing investment consultancy advice with a reputable consultancy, ideally with some experience in responsible investing
  • Strong problem solving and communication skills

This is an excellent opportunity to be a part of a firm where partner status is attainable within a couple of years. This firm offers a 'Smart Working' philosophy where employees have true flexibility over their working week.
For further details on this opportunity or for a confidential discussion around how your role compares within the market, please don't hesitate to reach out on hannah.burgess@oliverjames or .

Refer code: 2390135. Oliver James - The previous day - 2024-01-03 15:43

Oliver James

South East

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