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Investment Client Specialist - Hybrid & Research-Focused

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Barnett Waddingham
Full Time position
Listed on 2025-12-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial consulting firm in Cheltenham is seeking an Investment Client Specialist to join their Investment Consulting team. This permanent role offers a hybrid working model, focusing on analyzing investment performance, providing tailored investment advice, and assisting in investment manager research. The ideal candidate has experience as an investment analyst and is working towards actuarial or CFA qualifications. Benefits include a competitive bonus, private medical cover, and flexible working options.
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