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Investment Consultant (Fully remote)

Remote: 
Full Remote
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Offer summary

Qualifications:

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.

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Oliver James SME https://www.oliverjames.com/
501 - 1000 Employees
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Job description

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.

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Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Problem Solving

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