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Investment Consultant

Employer
Barnett Waddingham LLP
Location
Bristol, Bromsgrove, Cheltenham
Salary
Competitive
Closing date
7 Nov 2019

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Sector
Investment
Contract Type
Permanent
Hours
Full Time
Experience/Function
Consultant

Job Details

Barnett Waddingham is a partner-led business which prides itself in providing straightforward and well communicated pensions advice.  This philosophy means that we are dependent on talented and well-trained employees who enjoy working in a closely knit and friendly organisation.  Our growth has been significant since our creation in 1989.  We aim to continue this growth by recruiting people who share in Barnett Waddingham’s values.

As a result of continued success and growth, we have vacancies for additional Investment Consultants across our Bristol, Bromsgrove, Cheltenham, Liverpool, Leeds or Glasgow offices.

Our Investment Consulting Practice Area provides investment consultancy services to the pension schemes of UK companies as well as other clients such as charities. Barnett Waddingham is committed to providing the best possible service to all of its clients and to achieve this service we need talented, motivated and enthusiastic people.

About the role

As an Investment Consultant, you would be responsible for leading advice on some clients and supporting Partners or one of the senior investment consultants on others.  You will be given responsibility for formulating advice and encouraged to think independently.  There will also be opportunities to become involved in research and development in areas of interest as well as helping to support and develop the more junior members of the team to meet their career objectives.

The role requires you to be either FIA, FFA or CFA qualified with prior experience in providing investment consultancy to Defined Benefit pension schemes. 

  • Are you self-motivated?  Do you take personal responsibility for provision of services to your clients?
  • Do you have strengths in problem solving?  Are you confident in answering queries raised by clients?
  • Do you manage your own workload effectively, and that of your clients including delegating work to other team members and ensuring timescales are met?
  • Are you able to explain technical issues in simplified terms to trustees and scheme sponsors and more junior team members?

What we offer

  • Flexible annual leave scheme, a generous pension scheme and a competitive (discretionary) annual bonus
  • A broad range of flexible (salary sacrifice) benefits to suit your lifestyle and stage
  • Scope for career progression – we will encourage and support your personal and professional development if that is what you want. This doesn’t necessarily mean climbing the career scale or pursuing a professional qualification but making sure you feel a sense of achievement and progression
  • The opportunity to work in a multi-award winning pensions consultancy
  • Fresh fruit available to all staff free of charge (along with free squash, teas, coffees and hot chocolate) – something for everybody!
  • Opportunities to socialise or participate in sport, social or cultural activities
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern and comfortable offices where adjustments can be made in order for you carry-out your role in a safe and effective way

 

Company

We are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance.

From small beginnings with just 20 people, we’re now a team of more than 1,400 people in nine offices. 89 are partners, each delivering on our values and our promise, ensuring the highest levels of trust, integrity and quality.

We act as a trusted partner for a wide range of clients in both the private and public sectors – this includes almost 25% of FTSE 100 and almost 15% of FTSE 350 companies.

We are free from any external stakeholders, allowing us to take a long-term view with all ou clients and giving us the freedom to bring fresh ideas to the table, unobstructed. We call this free-thinking. It’s in our DNA.

Our primary focus continues to be providing the personal, quality, tailored approach that has driven our success and has led to our high level of client retention. We seek to build stable and long-term partnerships with clients, supported by our low staff turnover thanks to our ongoing investment in our experts and our unique culture. 

Company info
Website
Telephone
0333 111 1222
Location
London Wall Place
123 London Wall
London
United Kingdom
EC2Y 5AU
GB

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