Investment Client Specialist

United Kingdom and 8 more

We have an exciting new opportunity for an Investment Client Specialist to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis.

• Reviewing/checking investment performance reports
• Drafting investment advice to address the specific needs of clients
• Carrying out miscellaneous calculations
• Assisting with investment manager research
• Calculating liability projections and analysing actuarial valuation results and cashflow projections
• Carrying out analysis of investment strategies
• Training and developing junior members of the team
• General consultancy, dealing with telephone queries and day-to-day correspondence from clients
• Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams.
• Taking on the role of client account manager where appropriate, overseeing all work and building increasingly strong relationships with client
• Attending client meetings and taking an active role where applicable, helping to deliver investment advice to clients

• Have completed or an expectation of completing Prior experience of working in an investment analyst role IT skills to perform all aspects of work efficiently Developed presentation skills to a small audience Minimum of GSCE Grade "5" or "C" in Maths and English

• Competitive discretionary annual bonus.
• Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
• A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
• 25 days' annual leave, increasing to 27 days after five years' service.
• Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
• The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility If you require reasonable adjustments or want more information on accessibility, please let us know

Locations:
United Kingdom Amersham, United Kingdom Birmingham, United Kingdom Bristol, United Kingdom Cheltenham, United Kingdom Glasgow, United Kingdom Leeds, United Kingdom Liverpool, United Kingdom London, United Kingdom