Job description

Pensions Senior Investment Consultant

Home Based (hot desks available at 10 sites across the UK)

Flexible Working Options Available

Capita Pensions Solutions it is at an exciting time in its journey: Over recent years we have continued to improve the quality of our administration services and have merged various consulting teams to remove silos enabling our clients and colleagues to benefit from a seamless, integrated approach. We are now looking to further integrate technology into our work, and to further integrate actuarial and investment advice to enhance the client experience and drive efficiency.

We are looking for a Senior Investment Consultant to join our 10-strong investment consulting team which is part of the wider Pensions Consulting business to help provide a great service to our long-standing DB clients as well as new business. You will provide investment advisory services to a portfolio of mainly sub-£150m private sector DB pensions investment clients and contribute to the wider development of Capita's investment and pensions consulting proposition.

You will be one of three senior investment consultants in a "hands-on" role supported by consultants, analysts and asset-transfer specialists. If you would like to have big positive personal impact, this role is for you!

Key responsibilities

Builds and manages relationships with clients
Services as the lead consultant for an agreed number of clients
Manages day-to-day client needs but also anticipates the changing needs of clients and promotes services to pro-actively to meet these needs
Ensures that work is managed commercially with robust project management across all phases of client work: Marketing, scoping, forecasting, service delivery, billing, de-brief/closedown.
Actively supports and contributes to achieving practice area business plan
Manages technical areas of funding and investment consulting as agreed with the Chief Investment Officer (CIO) and/or other business leaders. Includes but is not limited to carrying out investment strategy/manager/product research as required

What Are We Looking For

Essential

Someone with an extensive DB pensions investment consulting experience
Completed IMC
FCA-authorised to give investment advice
IFoA/CFA qualified (or other relevant qualification)
Needs to be very familiar with the industry and regulatory environment.
Needs to take the initiative and provide robust challenge to the CIO/others
Needs to collaborate effectively with clients and colleagues. A particular focus will be collaborating with other investment consultants and Scheme Actuaries to develop a 'best of Capita' house approach to Funding and Investment issues which is applied consistently across our client base.
Needs to be ready to pick up a portfolio of interesting responsibilities alongside client work as part of a small team e.g. strategy/product research, a practice area specialism and/or line management.
Techology-driven consulting: Someone who is confident in using industry apps/tools to deliver an engaging, timely, accurate and efficient service to clients and is ready to champion this approach

Desirable