A ‘Big Four’ Consultancy is looking for an ‘Investment Advisory Consultant’ to join their Leeds office as part of their wider Pensions team. This particular team specialises in offering investment consulting services to trustees/sponsors of pension schemes, in addition to expanding their services to insurers and HNW individuals.
The firm is looking for a driven individual with excellent investment consulting expertise to carry out the following responsibilities:
- Supporting in the delivery of investment advice to clients.
- Conducting investment manager research and wider investment research.
- Attending client meetings with team members.
- Working alongside team members in the wider business e.g. tax professionals and chartered accountants to provide issues led advice to clients.
The successful candidate will have:
- Progress towards FIA/FFA or CFA qualifications
- Previous investment consulting experience
- Excellent communication and analytical skills
- Ability to assume a high level of responsibility within a team
If you are interested in this role please apply below or contact me for more information.
