Investment Consultant - London, United Kingdom - Oliver James Associates

Oliver James Associates

Verified Company

London, United Kingdom

6 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices | £60,000-£90,000 dependent on experience

Oliver James are pleased to be working with a leading partner led consultancy seeking a CFA/FIA qualified Investment Consultant to be based out of any one of their UK offices.

You will be responsible for providing tailored, sophisticated investment advice for defined benefit and defined contribution pension scheme clients, in addition to working together with other business areas to provide a holistic approach to journey planning for DB clients.

You will help clients to understand and implement responsible investments strategies and integrate ESG into the advice delivered to clients.

Role requirements:

FIA, FFA or CFA qualified
Prior experience in providing investment consultancy advice with a reputable consultancy, ideally with some experience in responsible investing
Strong problem solving and communication skills

This is an excellent opportunity to be a part of a firm where partner status is attainable within a couple of years.

This firm offers a 'Smart Working' philosophy where employees have true flexibility over their working week.