Investment Client Advisor — Hybrid (UK)

Barnett Waddingham; Greater London; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

Discretionary annual bonus

Life assurance 4x salary

Income protection 75% for up to 5 yrs

Private medical insurance

Pension: 5% employee + 10% employer

25 days annual leave (27 after 5 yrs)

Wellbeing and flexible benefits

Job summary

Barnett Waddingham is recruiting an Investment Client Specialist to join our Investment Consulting team on a permanent, full-time basis. The role supports clients across multiple UK offices in a hybrid working model.

Key duties include reviewing performance reports, drafting tailored investment advice, performing calculations, and assisting with manager research. You will also analyse liabilities and cashflow projections while developing junior staff and maintaining strong client relationships.

Qualifications

• Must have completed or be on track to complete.
• Prior experience in an investment analyst role.
• IT skills to perform all aspects of work efficiently.
• Developed presentation skills for a small audience.

Responsibilities

• Review investment performance reports and draft investment advice.
• Carry out calculations and assist with investment manager research.
• Analyze liability projections and cashflow projections.
• Support with investment strategy analysis and client communications.
• Manage client relationships and ensure deadlines are met.

Skills

IT skills

Presentation skills

Education

GCSE Maths

GCSE English

Job description

Barnett Waddingham is recruiting an Investment Client Specialist to join our Investment Consulting team on a permanent, full-time basis. The role supports clients across multiple UK offices in a hybrid working model.

Key duties include reviewing performance reports, drafting tailored investment advice, performing calculations, and assisting with manager research. You will also analyse liabilities and cashflow projections while developing junior staff and maintaining strong client relationships.