Oliver James Associates

Investment Consultant

Location
Leeds
Salary
£60000 - £80000 per annum + benefits + bonus
Posted
22 Sep 2017
Closes
22 Oct 2017
Ref
HKI25417
Contact
Helen Kinloch
Contract Type
Permanent
Hours
Full Time

This is an unparalleled opportunity for an Investment Consultant to play a key role within my client's Leeds practice as it goes from strength to strength in the market both in the North and throughout the UK.

Your role:

  • Take a lead role in the provision of investment advice to a variety of clients
  • Investment manager research and investment research
  • Attending client meetings and acting as a POC for a range of clients
  • Managing clients and building strong relationships
  • Drafting and reviewing reports
  • Coaching and performance management of team members and working as part of a multi-disciplinary division

Your experience:

  • FIA or CFA qualified with 5+ years' investment consultancy experience
  • Demonstrable track record of having advised DB pension schemes
  • Superb communication skills and ability to build strong relationships both internally and externally

Helen Kinloch
Managing Consultant | Pensions Actuarial & Investment Solutions
Helen.Kinloch@ojassociates.com | 02038619173
www.linkedin.com/in/helenkinloch/