Senior Investment Consultant

Employer
BARNETT WADDINGHAM & CO
Location
Liverpool, Merseyside, United Kingdom
Salary
Competitive Salary
Posted
May 02, 2021
Closes
May 14, 2021
Ref
2089000640
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
CIMA, Qualified
Overview

The Investment Consulting Practice Area provides investment consultancy services to the pension schemes of UK companies and to some other clients such as charities

We are looking to recruit a Senior Investment Consultant

Responsibilities

You will be given responsibility for formulating advice and presenting it to clients at meetings. You'll provide investment training to members of other Business Areas. You'll manage small and large clients, taking responsibility for allocation and completion of work and meeting deadlines. You'll have opportunities to become involved in research and development in areas of interest as well as helping to support and develop the more junior members of the team to meet their career objectives.

Qualifications

The role requires you to be either FIA, FFA or CFA qualified with prior experience in providing investment consultancy to Defined Benefit pension schemes.

What's in it for you?

Core & Flexible Benefits:
  • Competitive discretionary annual bonus
  • Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
  • A generous pension scheme where we contribute 8% of your salary from day one of your employment
  • Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
  • A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
  • Fresh fruit, hot and cold drinks provided free of charge in all of our offices
Giving Something Back:
  • 1 paid volunteering day per year as a commitment to our Corporate Social Investment
  • Support your favourite charity with the "Give as You Earn" option
  • Match-funding for individuals raising money for a recognised charity
  • Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.
Values: our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.

Wellbeing: employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business. BW offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.

Diversity: we are committed to having a diverse and inclusive workforce where people from all backgrounds, beliefs and perspectives can thrive, feel welcome and develop to their full potential. Our recruitment processes are designed to be fair and consistent and enable candidates to compete on a level playing field.

Your progression: we offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive. We also offer study support for relevant professional or skills qualifications.

Other activities: we have clubs, sporting events, social, cultural and belief groups across our offices if you'd like to join in and meet like-minded people.