10th July 2020

Assistant Investment Consultant

Reference: 17814

Location: England Job Type: Permanent Date Posted: 10/07/2020

Assistant Investment Consultant

Location; Bristol

Abacus Careers are pleased to be recruiting for an Assistant Investment Consultant on behalf of a leading Financial Services firm in their Bristol office. Our client is one of the most ambitious pension providers on the market and has a track record of investing in keen professionals with a goal of advancing their career within the industry. This role will likely be suitable for those with a minimum 3 year’s experience in a similar role.

Salary and Benefits:

Attractive Salary (depending on experience) with a competitive package including pension scheme and flexible

What you will do:

  • Working in client teams to produce strategic advice.
  • Potentially starting to lead client teams, or moving into this role rapidly.
  • Setting up asset liability models to help our clients better understand risk.
  • Producing clear written advice to help our clients quickly identify and understand the key issues.
  • Preparing monitoring reports to help our clients understand what is driving performance.
  • Attending client meetings to help deliver advice and understand the importance of effective communication.
  • Researching investment ideas across the full range of asset classes.
  • Researching fund managers.
  • Supporting asset transitions across managers and funds.
  • Contributing to the continuous debate about how we do an even better job for our clients (e.g. new investment ideas or ways to communicate investment concepts).

About you:

  • Excellent communication skills, both verbal and written
  • Strong desire to become a client-facing consultant
  • Confidence to express a view
  • Hard-working, dedicated individual
  • Desire to take responsibility for work
  • Effective organisation skills and ability to manage and prioritise workload
  • Proactive attitude & quick to learn
  • Care and keen attention to detail
  • Strong computer skills, particularly Microsoft Office
  • Good mathematical ability
  • Experience as an Assistant Investment Consultant in an employee benefits consulting firm or very similar directly relevant role.

Next Steps:

Please contact Damian Farrell at Abacus Careers on (028) 90 313157 for a further chat

Next Steps:

Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.

The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are professionally qualified we can support your job search.

Terms and Conditions and Privacy Policy on www.abacus.careers ABAPEN

Next Steps:

Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.

The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are professionally qualified we can support your job search.

Terms and Conditions and Privacy Policy on www.abacus.careers

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