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Investment Consultant Fully remote

Oliver James
Posted 2 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A pensions consultancy is seeking a CFA/FIA qualified Investment Consultant to work remotely.
  • The role involves providing tailored investment advice for defined benefit and defined contribution pension scheme clients.
  • Candidates should ideally be FIA, FFA, or CFA qualified with prior experience in investment consultancy or an actuarial background.
  • Strong problem-solving and communication skills are essential for this position.
  • This opportunity offers a chance to significantly contribute to the success of the business, with a competitive salary based on experience.

Pensions consultancy seeking a CFA/FIA qualified Investment Consultant to work on a fully remote basis

Oliver James are currently representing a reputable pensions consultancy seeking a CFA/FIA qualified Investment Consultant to work on a fully remote basisYou 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. Role requirements:

  • Ideally FIA, FFA or CFA qualified
  • Prior experience in providing investment consultancy advice with a reputable consultancy, or have an actuarial background looking to transition into investments
  • Strong problem solving and communication skills

This is an excellent opportunity to play an integral part to the success of this area of the business in a fully remote working role.

For further details on this opportunity or for a confidential discussion around how your role compares within the market, please don't hesitate to reach out on hannah.burgess@oliverjames or .

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.