Investment Client Manager

We have an exciting new opportunity for an Investment Client Manager 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.

• 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
• Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
• Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams
• Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients
• Direct responsibility for some complex projects/tasks

• Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.
• Prior experience of working in an investment analyst role
• IT skills to perform all aspects of work efficiently.
• Developed presentation skills to small/medium-sized audiences
• 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.

If you require reasonable adjustments or