Barnett Waddingham Finance/FinTech

Senior Investment Consultant

United Kingdom In person Full-time

We have an exciting new opportunity for a Senior Investment Consultant to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our UK offices, working on a hybrid basis.

A snapshot of your day

  • Checking calculations, liability projections and analysing actuarial valuation results and cashflow projections
  • Carrying out asset-liability modelling
  • Carrying out miscellaneous calculations
  • Training and developing junior members of the team
  • Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching
  • Providing investment training to members of other Business Areas
  • Drafting and issuing investment advice
  • Presenting advice to clients at meetings
  • Providing Trustee training
  • Assisting with investment manager research
  • Leading the provision of advice to investment clients
  • Preparing management reports/business plans as required
  • Leading and assisting with new business pitches and developing investment consulting opportunities with existing clients
  • We would like to hear from you if you have:
  • Qualified Actuary or CFA Charterholder and comply with CPD regime
  • Successfully completed and been signed off from the firm’s Field Based Training programmeIT skills to perform all aspects of work efficiently.
  • Developed presentation skills to a larger audience, and able to host meetings.

What's in it for you

  • 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.
  • Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
  • The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility

  • If you require reasonable adjustments or want more information on accessibility, please let us know
  • Follow Howden on LinkedIn
  • We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]

Job description provided by Barnett Waddingham.
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