CFA or FIA qualified is required., Prior experience in investment consultancy or actuarial background is preferred., Strong problem-solving skills are essential., Excellent communication skills are necessary..
Key responsabilities:
Provide tailored investment advice for pension scheme clients.
Collaborate with other business areas for holistic journey planning.
Play an integral role in the success of the business area.
Work fully remotely while engaging with clients and stakeholders.
Report This Job
Help us maintain the quality of our job listings. If you find any issues with this job post, please let us know.
Select the reason you're reporting this job:
We introduce talented people to great organisations so that both may grow and benefit from each other’s experiences, helping to fulfil their potential.
We understand that each client’s mix of people, culture, and objectives is unique, so our approach and solutions are flexible and adapted to each person, team, company, and situation.
Although your relationship with OJ is with your local consultant(s), their network, relationships, and knowledge of diverse local candidate pools are backed by those of their local permanent, contract, and temp team colleagues.
When working with international markets, we can access the market maps and relationships of the global OJ collective, giving you access to the best-suited talent in the market (not just the best talent available at that time).
As such, you can come to expect a consistently high level of service and delivery, placing up to C-suite talent in permanent and contract positions, as well as project-based consultancy and temp solutions worldwide from our 12 global locations.
Our current areas of specialisation include:
• Accountancy & Finance
• Technology
• Actuarial
• Risk & Compliance
• Transformation & Change Management
• Underwriting & Claims
• Engineering
Our additional services:
OJ Professionals | Flexible resourcing solutions across secondment, project-based sourcing and temp-to-perm recruitment | https://www.oliverjames.com/professionals
OJ Consulting | Unrivalled access to a network of highly qualified, contracting professionals across the world| https://www.oliverjames.com/consulting
OJ Executive | Specialising in senior, commercial appointments at the forefront of business transformation, technology, digital and data-driven delivery| https://www.oliverjames.com/exec
Work with OJ - https://www.oliverjames.com/work-with-oj
Work for OJ - https://workforus.oliverjames.com/
License number: Oliver James Associates - #63797 | OJ Consulting - #65136 | Astral - #65211
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 basis
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.
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 0203 861 9173.
Apply Now
Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.